Global Retirement Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Global Retirement Partners, LLC

$2.65 Billion
Q1 2024

A detailed history of Global Retirement Partners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Global Retirement Partners, LLC holds 708,771 shares of SPDW stock, worth $25.3 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares

708,771

Previous 641,139 10.55%

Holding current value

$25.3 Million

Previous $21.8 Million 16.5%

% of portfolio

0.96%

Previous 0.92%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	BUY	$32.85 - $35.9 $2.22 Million - $2.43 Million	67,632 Added 10.55%	708,771 $25.4 Million
Q4 2023 Jan 18, 2024	BUY	$29.46 - $34.07 $1.73 Million - $2 Million	58,842 Added 10.11%	641,139 $21.8 Million
Q3 2023 Oct 13, 2023	SELL	$30.88 - $33.58 $1.17 Million - $1.27 Million	-37,863 Reduced 6.11%	582,297 $18.1 Million
Q2 2023 Jul 20, 2023	BUY	$31.7 - $33.66 $328,507 - $348,818	10,363 Added 1.7%	620,160 $20.2 Million
Q1 2023 May 05, 2023	BUY	$29.83 - $32.71 $4.16 Million - $4.56 Million	139,493 Added 29.66%	609,797 $19.6 Million

Q4 2022 Feb 13, 2023	BUY	$27.34 - $31.02 $7.85 Million - $8.9 Million	287,010 Added 156.58%	470,304 $14 Million
Q3 2022 Nov 03, 2022	BUY	N/A	38,715 Added 26.78%	183,294 $5.01 Million
Q2 2022 Jul 15, 2022	BUY	N/A	15,734 Added 12.21%	144,579 $4.17 Million
Q1 2022 Jul 14, 2022	BUY	N/A	128,845 New	128,845 $4.1 Million
Q4 2021 Jan 21, 2022	SELL	N/A	-261,961 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	N/A	30,625 Added 13.24%	261,961 $9.49 Million
Q2 2021 Jul 15, 2021	BUY	N/A	43,833 Added 23.38%	231,336 $8.51 Million
Q1 2021 Apr 14, 2021	BUY	N/A	30,403 Added 19.35%	187,503 $6.63 Million
Q4 2020 Jan 13, 2021	BUY	N/A	9,726 Added 6.6%	157,100 $5.3 Million
Q3 2020 Oct 09, 2020	BUY	N/A	75,817 Added 105.95%	147,374 $4.31 Million
Q2 2020 Jul 13, 2020	BUY	N/A	29,854 Added 71.59%	71,557 $1.98 Million
Q1 2020 Apr 28, 2020	SELL	N/A	-84,348 Reduced 66.92%	41,703 $998,000
Q4 2019 Jan 23, 2020	BUY	N/A	7,622 Added 6.44%	126,051 $3.95 Million
Q3 2019 Nov 19, 2019	BUY	N/A	118,429 New	118,429 $3.48 Million
Q1 2019 May 07, 2019	SELL	N/A	-105,823 Closed	0 $0
Q4 2018 Feb 22, 2019	BUY	N/A	105,823 New	105,823 $2.8 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

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Global Retirement Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History