A detailed history of Fsa Wealth Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Fsa Wealth Management LLC holds 6,003 shares of SPDW stock, worth $214,667. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,003
Previous 5,985 0.3%
Holding current value
$214,667
Previous $204,000 5.39%
% of portfolio
0.09%
Previous 0.1%

Shares

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

May 16, 2024

BUY
$32.85 - $35.9 $591 - $646
18 Added 0.3%
6,003 $215,000
Q4 2023

Feb 14, 2024

BUY
$29.46 - $34.07 $176,318 - $203,908
5,985 New
5,985 $204,000
Q2 2023

Jul 31, 2023

SELL
$31.7 - $33.66 $46,630 - $49,513
-1,471 Reduced 17.88%
6,756 $219,000
Q1 2023

Apr 21, 2023

BUY
$29.83 - $32.71 $2,565 - $2,813
86 Added 1.06%
8,227 $264,000
Q4 2022

Feb 13, 2023

BUY
$25.7 - $31.02 $7,196 - $8,685
280 Added 3.56%
8,141 $241,000
Q3 2022

Nov 09, 2022

BUY
$25.67 - $30.93 $201,791 - $243,140
7,861 New
7,861 $203,000
Q2 2022

Aug 15, 2022

SELL
$28.57 - $34.74 $199,932 - $243,110
-6,998 Closed
0 $0
Q4 2021

Feb 14, 2022

BUY
$35.28 - $37.98 $4,833 - $5,203
137 Added 2.0%
6,998 $255,000
Q3 2021

Nov 15, 2021

SELL
$35.68 - $38.17 $10,561 - $11,298
-296 Reduced 4.14%
6,861 $248,000
Q2 2021

Aug 13, 2021

SELL
$35.87 - $38.34 $80,169 - $85,689
-2,235 Reduced 23.8%
7,157 $263,000
Q1 2021

May 17, 2021

SELL
$33.6 - $35.9 $23,688 - $25,309
-705 Reduced 6.98%
9,392 $332,000
Q4 2020

Feb 11, 2021

SELL
$28.3 - $34.03 $14,942 - $17,967
-528 Reduced 4.97%
10,097 $341,000
Q3 2020

Nov 13, 2020

SELL
$27.73 - $30.19 $22,904 - $24,936
-826 Reduced 7.21%
10,625 $311,000
Q2 2020

Aug 14, 2020

BUY
$22.87 - $29.3 $17,678 - $22,648
773 Added 7.24%
11,451 $316,000
Q1 2020

May 15, 2020

SELL
$20.71 - $31.78 $1,118 - $1,716
-54 Reduced 0.5%
10,678 $256,000
Q4 2019

Feb 21, 2020

BUY
$28.52 - $31.66 $306,076 - $339,775
10,732 New
10,732 $336,000

Others Institutions Holding SPDW

About SPDR SER TR FDS SPDR PORTFOLIO


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