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

Howard Wealth Management, LLC

  • $123 Million
  • Q1 2024

A detailed history of Howard Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Howard Wealth Management, LLC holds 27,280 shares of SPDW stock, worth $974,441. This represents 0.79% of its overall portfolio holdings.

Number of Shares
27,280
Previous 27,705 1.53%
Holding current value
$974,441
Previous $942,000 3.72%
% of portfolio
0.79%
Previous 0.79%

Shares

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

May 06, 2024
SELL
$32.85 - $35.9 $13,961 - $15,257
-425 Reduced 1.53%
27,280 $977,000
Q3 2023

Nov 01, 2023
SELL
$30.88 - $33.58 $14,266 - $15,513
-462 Reduced 1.64%
27,705 $859,000
Q2 2023

Aug 01, 2023
BUY
$31.7 - $33.66 $14,486 - $15,382
457 Added 1.65%
28,167 $916,000
Q1 2023

May 04, 2023
SELL
$29.83 - $32.71 $3,698 - $4,056
-124 Reduced 0.45%
27,710 $890,000
Q4 2022

Jan 26, 2023
SELL
$27.34 - $31.02 $11,318 - $12,842
-414 Reduced 1.47%
27,834 $0
Q3 2022

Nov 01, 2022
BUY
N/A
6,388 Added 29.22%
28,248 $728,000
Q2 2022

Aug 09, 2022
SELL
N/A
-5,819 Reduced 21.02%
21,860 $630,000
Q1 2022

Apr 20, 2022
SELL
N/A
-260 Reduced 0.93%
27,679 $948,000
Q4 2021

Jan 18, 2022
BUY
N/A
1,184 Added 4.43%
27,939 $1.02 Million
Q3 2021

Oct 19, 2021
SELL
N/A
-956 Reduced 3.45%
26,755 $968,000
Q2 2021

Jul 27, 2021
BUY
N/A
254 Added 0.93%
27,711 $1.02 Million
Q1 2021

Apr 23, 2021
BUY
N/A
308 Added 1.13%
27,457 $970,000
Q4 2020

Feb 02, 2021
BUY
N/A
306 Added 1.14%
27,149 $916,000
Q3 2020

Oct 29, 2020
SELL
N/A
-651 Reduced 2.37%
26,843 $785,000
Q2 2020

Aug 03, 2020
BUY
N/A
27,494 New
27,494 $759,000
Q1 2020

May 04, 2020
SELL
N/A
-5,160 Closed
0 $0
Q4 2019

Feb 05, 2020
BUY
N/A
5,160 New
5,160 $161,000

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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