A detailed history of Financial Advocates Investment Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Financial Advocates Investment Management holds 39,258 shares of SPDW stock, worth $1.35 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
39,258
Previous 36,331 8.06%
Holding current value
$1.35 Million
Previous $1.27 Million 15.7%
% of portfolio
0.08%
Previous 0.08%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

BUY
$33.74 - $37.96 $98,756 - $111,108
2,927 Added 8.06%
39,258 $1.47 Million
Q2 2024

Jul 26, 2024

SELL
$34.2 - $36.64 $478 - $512
-14 Reduced 0.04%
36,331 $1.27 Million
Q1 2024

May 01, 2024

SELL
$32.85 - $35.9 $102,754 - $112,295
-3,128 Reduced 7.92%
36,345 $1.3 Million
Q4 2023

Feb 08, 2024

BUY
$29.46 - $34.07 $197,440 - $228,337
6,702 Added 20.45%
39,473 $1.34 Million
Q3 2023

Oct 27, 2023

BUY
$30.88 - $33.58 $206,401 - $224,448
6,684 Added 25.62%
32,771 $1.02 Million
Q2 2023

Aug 07, 2023

BUY
$31.7 - $33.66 $357,607 - $379,718
11,281 Added 76.19%
26,087 $848,000
Q1 2023

May 11, 2023

BUY
$29.83 - $32.71 $171,164 - $187,689
5,738 Added 63.28%
14,806 $475,000
Q4 2022

Feb 14, 2023

BUY
$25.7 - $31.02 $233,047 - $281,289
9,068 New
9,068 $269,000
Q1 2022

May 11, 2022

SELL
$31.42 - $36.91 $358,439 - $421,069
-11,408 Closed
0 $0
Q4 2021

Feb 14, 2022

BUY
$35.28 - $37.98 $402,474 - $433,275
11,408 New
11,408 $416,000
Q3 2019

Nov 13, 2019

SELL
$29.1 - $29.66 $2.2 Million - $2.25 Million
-75,764 Closed
0 $0
Q2 2019

Aug 08, 2019

BUY
N/A
2,025 Added 2.75%
75,764 $2.24 Million
Q1 2019

May 16, 2019

BUY
N/A
6,005 Added 8.87%
73,739 $2.15 Million
Q4 2018

Feb 14, 2019

BUY
N/A
11,273 Added 19.97%
67,734 $0
Q3 2018

Nov 14, 2018

BUY
N/A
6,667 Added 13.39%
56,461 $0
Q2 2018

Aug 09, 2018

BUY
N/A
14,084 Added 39.44%
49,794 $1.5 Million
Q1 2018

May 11, 2018

BUY
N/A
35,710 New
35,710 $1.12 Million

Others Institutions Holding SPDW

About SPDR SER TR FDS SPDR PORTFOLIO


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  • Sector ETFs
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