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

Forza Wealth Management, LLC

  • $194 Billion
  • Q2 2024

A detailed history of Forza Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Forza Wealth Management, LLC holds 7,545 shares of SPDW stock, worth $269,507. This represents 0.14% of its overall portfolio holdings.

Number of Shares
7,545
Previous 7,545 -0.0%
Holding current value
$269,507
Previous $270 Million 2.12%
% of portfolio
0.14%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 24, 2023
BUY
$30.88 - $33.58 $9,264 - $10,074
300 Added 4.14%
7,545 $234 Million
Q2 2023

Jul 25, 2023
BUY
$31.7 - $33.66 $28,530 - $30,293
900 Added 14.18%
7,245 $236 Million
Q1 2023

May 03, 2023
SELL
$29.83 - $32.71 $11,932 - $13,084
-400 Reduced 5.93%
6,345 $204 Million
Q4 2022

Feb 06, 2023
BUY
$27.34 - $31.02 $184,408 - $209,229
6,745 New
6,745 $200 Million

Others Institutions Holding SPDW

# of Institutions
898
Shares Held
478M
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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