A detailed history of Iag Wealth Partners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 1,119,958 shares of SPDW stock, worth $40 Million. This represents 7.87% of its overall portfolio holdings.

Number of Shares
1,119,958
Previous 1,090,340 2.72%
Holding current value
$40 Million
Previous $38.2 Million 9.98%
% of portfolio
7.87%
Previous 7.74%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$33.74 - $37.96 $999,311 - $1.12 Million
29,618 Added 2.72%
1,119,958 $42.1 Million
Q2 2024

Jul 16, 2024

BUY
$34.2 - $36.64 $1.02 Million - $1.09 Million
29,838 Added 2.81%
1,090,340 $38.2 Million
Q1 2024

Apr 24, 2024

SELL
$32.85 - $35.9 $9.02 Million - $9.86 Million
-274,520 Reduced 20.56%
1,060,502 $38 Million
Q4 2023

Feb 02, 2024

BUY
$29.46 - $34.07 $10.9 Million - $12.6 Million
370,483 Added 38.41%
1,335,022 $45.4 Million
Q3 2023

Oct 24, 2023

BUY
$30.88 - $33.58 $1.22 Million - $1.32 Million
39,397 Added 4.26%
964,539 $29.9 Million
Q2 2023

Aug 10, 2023

SELL
$31.7 - $33.66 $99,379 - $105,524
-3,135 Reduced 0.34%
925,142 $30.1 Million
Q1 2023

Apr 25, 2023

SELL
$29.83 - $32.71 $8.41 Million - $9.22 Million
-281,893 Reduced 23.29%
928,277 $29.8 Million
Q4 2022

Feb 08, 2023

SELL
$25.7 - $31.02 $915,459 - $1.1 Million
-35,621 Reduced 2.86%
1,210,170 $35.9 Million
Q3 2022

Oct 26, 2022

BUY
$25.67 - $30.93 $2.14 Million - $2.57 Million
83,250 Added 7.16%
1,245,791 $32.1 Million
Q2 2022

Aug 03, 2022

BUY
$28.57 - $34.74 $861,585 - $1.05 Million
30,157 Added 2.66%
1,162,541 $33.5 Million
Q1 2022

May 04, 2022

BUY
$31.42 - $36.91 $8.32 Million - $9.78 Million
264,952 Added 30.54%
1,132,384 $38.8 Million
Q4 2021

Feb 14, 2022

BUY
$35.28 - $37.98 $1.61 Million - $1.74 Million
45,752 Added 5.57%
867,432 $31.6 Million
Q3 2021

Nov 04, 2021

BUY
$35.68 - $38.17 $1.21 Million - $1.29 Million
33,835 Added 4.29%
821,680 $29.8 Million
Q2 2021

Aug 04, 2021

BUY
$35.87 - $38.34 $1.1 Million - $1.18 Million
30,695 Added 4.05%
787,845 $29 Million
Q1 2021

Apr 29, 2021

BUY
$33.6 - $35.9 $922,051 - $985,167
27,442 Added 3.76%
757,150 $26.8 Million
Q4 2020

Feb 11, 2021

BUY
$28.3 - $34.03 $207,891 - $249,984
7,346 Added 1.02%
729,708 $24.6 Million
Q3 2020

Feb 11, 2021

SELL
$27.73 - $30.19 $3.47 Million - $3.78 Million
-125,070 Reduced 14.76%
722,362 $21.1 Million
Q2 2020

Feb 11, 2021

BUY
$22.87 - $29.3 $3.07 Million - $3.94 Million
134,328 Added 18.84%
847,432 $23.4 Million
Q1 2020

Feb 11, 2021

BUY
$20.71 - $31.78 $3.98 Million - $6.11 Million
192,328 Added 36.93%
713,104 $17.1 Million
Q4 2019

Feb 11, 2021

BUY
$28.52 - $31.66 $14.9 Million - $16.5 Million
520,776 New
520,776 $16.3 Million

Others Institutions Holding SPDW

About SPDR SER TR FDS SPDR PORTFOLIO


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