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

Iht Wealth Management, LLC

  • $2.59 Billion
  • Q1 2024

A detailed history of Iht Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Iht Wealth Management, LLC holds 950,018 shares of SPDW stock, worth $33.3 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares
950,018
Previous 980,436 3.1%
Holding current value
$33.3 Million
Previous $33.3 Million 2.11%
% of portfolio
1.32%
Previous 1.5%

Shares

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

May 15, 2024
SELL
$32.85 - $35.9 $999,231 - $1.09 Million
-30,418 Reduced 3.1%
950,018 $34 Million
Q4 2023

Feb 14, 2024
SELL
$29.46 - $34.07 $188,367 - $217,843
-6,394 Reduced 0.65%
980,436 $33.3 Million
Q3 2023

Nov 14, 2023
BUY
$30.88 - $33.58 $1.4 Million - $1.52 Million
45,385 Added 4.82%
986,830 $30.6 Million
Q2 2023

Aug 14, 2023
BUY
$31.7 - $33.66 $1.55 Million - $1.65 Million
49,018 Added 5.49%
941,445 $30.6 Million
Q1 2023

May 15, 2023
BUY
$29.83 - $32.71 $7.86 Million - $8.62 Million
263,624 Added 41.92%
892,427 $28.7 Million
Q4 2022

Feb 14, 2023
SELL
$27.34 - $31.02 $222,055 - $251,944
-8,122 Reduced 1.28%
628,803 $18.7 Million
Q3 2022

Nov 22, 2022
BUY
N/A
90,360 Added 16.53%
636,925 $16.4 Million
Q2 2022

Aug 15, 2022
SELL
N/A
-49,728 Reduced 8.34%
546,565 $15.8 Million
Q1 2022

May 16, 2022
BUY
N/A
41,794 Added 7.54%
596,293 $20.4 Million
Q4 2021

Feb 14, 2022
BUY
N/A
37,153 Added 7.18%
554,499 $20.2 Million
Q3 2021

Nov 15, 2021
BUY
N/A
34,976 Added 7.25%
517,346 $18.7 Million
Q2 2021

Aug 16, 2021
BUY
N/A
67,435 Added 16.25%
482,370 $17.7 Million
Q1 2021

May 18, 2021
BUY
N/A
87,490 Added 26.72%
414,935 $14.7 Million
Q4 2020

Feb 17, 2021
BUY
N/A
12,502 Added 3.97%
327,445 $11.1 Million
Q3 2020

Nov 19, 2020
SELL
N/A
-174,091 Reduced 35.6%
314,943 $9.22 Million
Q2 2020

Aug 14, 2020
BUY
N/A
42,500 Added 9.52%
489,034 $13.5 Million
Q1 2020

May 13, 2020
BUY
N/A
406,994 Added 1029.32%
446,534 $10.7 Million
Q4 2019

Feb 18, 2020
BUY
N/A
39,540 New
39,540 $1.24 Million

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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