Institute For Wealth Management, Llc. Spdr Series Trust Spdr Nyse Te Transaction History

Institute For Wealth Management, Llc.

  • $781 Million
  • Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Spdr Series Trust Spdr Nyse Te stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 5,210 shares of XNTK stock, worth $1.08 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,210
Previous 5,210 -0.0%
Holding current value
$1.08 Million
Previous $1.02 Million 1.18%
% of portfolio
0.13%
Previous 0.14%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
SELL
$167.48 - $197.89 $20,097 - $23,746
-120 Reduced 2.25%
5,210 $1.02 Million
Q3 2023

Oct 13, 2023
SELL
$133.73 - $148.48 $4,413 - $4,899
-33 Reduced 0.62%
5,330 $728,000
Q4 2022

Feb 02, 2023
SELL
$90.06 - $107.06 $7,204 - $8,564
-80 Reduced 1.47%
5,363 $519,000
Q2 2021

Jul 21, 2021
SELL
$136.68 - $159.37 $22,825 - $26,614
-167 Reduced 2.98%
5,443 $866,000
Q4 2020

Feb 01, 2021
SELL
$114.87 - $141.54 $1,148 - $1,415
-10 Reduced 0.18%
5,610 $793,000
Q1 2020

Apr 29, 2020
SELL
$64.02 - $94.61 $18,565 - $27,436
-290 Reduced 4.91%
5,620 $411,000
Q4 2019

Feb 27, 2020
BUY
$71.12 - $82.48 $385,968 - $447,618
5,427 Added 1123.6%
5,910 $483,000
Q4 2019

Jan 27, 2020
SELL
$71.12 - $82.48 $385,968 - $447,618
-5,427 Reduced 91.83%
483 $483,000
Q3 2019

Oct 28, 2019
SELL
$71.97 - $74.96 $16,984 - $17,690
-236 Reduced 3.84%
5,910 $430,000
Q2 2019

Aug 02, 2019
SELL
N/A
-425 Reduced 6.47%
6,146 $447,000
Q1 2019

May 15, 2019
BUY
N/A
152 Added 2.37%
6,571 $468,000
Q4 2018

Feb 08, 2019
BUY
N/A
6,419 New
6,419 $382,000
Q3 2017

Nov 14, 2017
SELL
N/A
-6,183 Closed
0 $0
Q2 2017

Aug 14, 2017
BUY
N/A
6,183
6,183 $453,000

Others Institutions Holding XNTK

# of Institutions
155
Shares Held
2.3M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SERIES TRUST SPDR NYSE TE

XNTK Quotes by TradingView
  • Ticker XNTK
  • Sector ETFs
  • Industry ETFs
More about XNTK
Track This Portfolio

Track Institute For Wealth Management, Llc. Portfolio

Follow Institute For Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email