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

Geo Wealth Management, LLC

  • $2.48 Billion
  • Q1 2024

A detailed history of Geo Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Geo Wealth Management, LLC holds 2,267,720 shares of SPDW stock, worth $79.6 Million. This represents 3.28% of its overall portfolio holdings.

Number of Shares
2,267,720
Previous 244,366 828.0%
Holding current value
$79.6 Million
Previous $8.31 Million 878.04%
% of portfolio
3.28%
Previous 0.71%

Shares

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

May 15, 2024
SELL
$32.85 - $35.9 $17.7 Million - $19.3 Million
-537,918 Reduced 23.72%
1,729,802 $62 Million
Q1 2024

May 15, 2024
BUY
$32.85 - $35.9 $66.5 Million - $72.6 Million
2,023,354 Added 828.0%
2,267,720 $81.3 Million
Q4 2023

Feb 13, 2024
BUY
$29.46 - $34.07 $675,724 - $781,463
22,937 Added 10.36%
244,366 $8.31 Million
Q3 2023

Nov 13, 2023
BUY
$30.88 - $33.58 $354,625 - $385,632
11,484 Added 5.47%
221,429 $6.87 Million
Q2 2023

Aug 10, 2023
SELL
$31.7 - $33.66 $1.47 Million - $1.56 Million
-46,421 Reduced 18.11%
209,945 $6.83 Million
Q1 2023

May 12, 2023
BUY
$29.83 - $32.71 $218,803 - $239,927
7,335 Added 2.95%
256,366 $8.23 Million
Q4 2022

Feb 13, 2023
BUY
$27.34 - $31.02 $1.29 Million - $1.47 Million
47,342 Added 23.47%
249,031 $7.39 Million
Q3 2022

Nov 14, 2022
BUY
N/A
41,268 Added 25.72%
201,689 $5.2 Million
Q2 2022

Aug 12, 2022
BUY
N/A
26,859 Added 20.11%
160,421 $4.63 Million
Q1 2022

May 13, 2022
BUY
N/A
4,444 Added 3.44%
133,562 $4.58 Million
Q4 2021

Feb 14, 2022
BUY
N/A
22,964 Added 21.63%
129,118 $4.71 Million
Q3 2021

Nov 12, 2021
SELL
N/A
-65,739 Reduced 38.24%
106,154 $3.84 Million
Q2 2021

Aug 17, 2021
SELL
N/A
-2,595 Reduced 1.49%
171,893 $6.33 Million
Q1 2021

May 13, 2021
SELL
N/A
-7,294 Reduced 4.01%
174,488 $6.17 Million
Q4 2020

Feb 12, 2021
BUY
N/A
79,007 Added 76.87%
181,782 $6.14 Million
Q3 2020

Nov 13, 2020
BUY
N/A
48,768 Added 90.3%
102,775 $3.01 Million
Q2 2020

Aug 14, 2020
BUY
N/A
5,948 Added 12.38%
54,007 $1.49 Million
Q1 2020

May 13, 2020
BUY
N/A
48,059 New
48,059 $1.15 Million
Q4 2019

Feb 13, 2020
SELL
N/A
-19,203 Closed
0 $0
Q3 2019

Nov 14, 2019
BUY
N/A
19,203 New
19,203 $564,000

Others Institutions Holding SPDW

# of Institutions
898
Shares Held
468M
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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