Glass Jacobson Investment Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Glass Jacobson Investment Advisors LLC

  • $266 Billion
  • Q1 2024

A detailed history of Glass Jacobson Investment Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 15,186 shares of SPDW stock, worth $542,443. This represents 0.2% of its overall portfolio holdings.

Number of Shares
15,186
Previous 12,965 17.13%
Holding current value
$542,443
Previous $441 Million 23.43%
% of portfolio
0.2%
Previous 0.18%

Shares

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

Apr 26, 2024
BUY
$32.85 - $35.9 $72,959 - $79,733
2,221 Added 17.13%
15,186 $544 Million
Q3 2023

Nov 07, 2023
BUY
$30.88 - $33.58 $140,040 - $152,285
4,535 Added 53.8%
12,965 $402 Million
Q2 2023

Jul 25, 2023
BUY
$31.7 - $33.66 $99,221 - $105,355
3,130 Added 59.06%
8,430 $274 Million
Q4 2022

Feb 06, 2023
BUY
$27.34 - $31.02 $144,902 - $164,406
5,300 New
5,300 $157 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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