A detailed history of First Purpose Wealth LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, First Purpose Wealth LLC holds 36,286 shares of SPDW stock, worth $1.25 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
36,286
Previous 35,551 2.07%
Holding current value
$1.25 Million
Previous $1.21 Million 7.53%
% of portfolio
0.47%
Previous 0.47%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

BUY
$32.85 - $35.9 $24,144 - $26,386
735 Added 2.07%
36,286 $1.3 Million
Q4 2023

Apr 22, 2024

BUY
$29.46 - $34.07 $43,070 - $49,810
1,462 Added 4.29%
35,551 $1.21 Million
Q3 2023

Oct 30, 2023

BUY
$30.88 - $33.58 $100,668 - $109,470
3,260 Added 10.57%
34,089 $1.06 Million
Q2 2023

Jul 21, 2023

BUY
$31.7 - $33.66 $160,528 - $170,454
5,064 Added 19.65%
30,829 $1 Million
Q1 2023

May 03, 2023

BUY
$29.83 - $32.71 $135,249 - $148,307
4,534 Added 21.36%
25,765 $827,000
Q4 2022

Jan 26, 2023

BUY
$25.7 - $31.02 $104,059 - $125,599
4,049 Added 23.57%
21,231 $0
Q3 2022

Oct 24, 2022

BUY
$25.67 - $30.93 $219,375 - $264,327
8,546 Added 98.96%
17,182 $443,000
Q2 2022

Jul 25, 2022

BUY
$28.57 - $34.74 $246,730 - $300,014
8,636 New
8,636 $249,000
Q1 2022

Apr 18, 2022

SELL
$31.42 - $36.91 $236,466 - $277,784
-7,526 Closed
0 $0
Q4 2021

Feb 24, 2022

BUY
$35.28 - $37.98 $265,517 - $285,837
7,526 New
7,526 $275,000

Others Institutions Holding SPDW

About SPDR SER TR FDS SPDR PORTFOLIO


  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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