Foresight Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Foresight Wealth Management, LLC

  • $6.98 Billion
  • Q4 2022

A detailed history of Foresight Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Foresight Wealth Management, LLC holds 25,582 shares of SPDW stock, worth $913,789. This represents 10.88% of its overall portfolio holdings.

Number of Shares
25,582
Previous 161,792 84.19%
Holding current value
$913,789
Previous $4.17 Million 18096.45%
% of portfolio
10.88%
Previous 0.96%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 13, 2023
SELL
$27.34 - $31.02 $3.72 Million - $4.23 Million
-136,210 Reduced 84.19%
25,582 $760 Million
Q3 2022

Nov 04, 2022
BUY
N/A
1,875 Added 1.17%
161,792 $4.17 Million
Q2 2022

Jul 29, 2022
SELL
N/A
-9,139 Reduced 5.41%
159,917 $4.61 Million
Q1 2022

May 04, 2022
BUY
N/A
1,634 Added 0.98%
169,056 $5.8 Million
Q4 2021

Feb 04, 2022
BUY
N/A
2,437 Added 1.48%
167,422 $6.11 Million
Q3 2021

Oct 21, 2021
SELL
N/A
-11,737 Reduced 6.64%
164,985 $5.97 Million
Q2 2021

Jul 19, 2021
SELL
N/A
-3,774 Reduced 2.09%
176,722 $6.5 Million
Q1 2021

May 04, 2021
SELL
N/A
-776 Reduced 0.43%
180,496 $6.38 Million
Q4 2020

Feb 04, 2021
BUY
N/A
4,428 Added 2.5%
181,272 $6.12 Million
Q3 2020

Oct 19, 2020
BUY
N/A
24,751 Added 16.27%
176,844 $5.17 Million
Q2 2020

Jul 15, 2020
SELL
N/A
-2,929 Reduced 1.89%
152,093 $4.2 Million
Q1 2020

Apr 15, 2020
BUY
N/A
9,328 Added 6.4%
155,022 $3.71 Million
Q4 2019

Jan 15, 2020
BUY
N/A
4,655 Added 3.3%
145,694 $4.57 Million
Q3 2019

Oct 25, 2019
BUY
N/A
1,112 Added 0.79%
141,039 $4.14 Million
Q2 2019

Jul 25, 2019
BUY
N/A
9,413 Added 7.21%
139,927 $4.14 Million
Q1 2019

May 07, 2019
BUY
N/A
18,983 Added 17.02%
130,514 $3.81 Million
Q4 2018

Feb 08, 2019
BUY
N/A
111,531 New
111,531 $2.95 Million

Others Institutions Holding SPDW

# of Institutions
899
Shares Held
469M
Call Options Held
4.1K
Put Options Held
200
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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