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

Jgp Wealth Management, LLC

  • $688 Million
  • Q1 2024

A detailed history of Jgp Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 7,784 shares of SPDW stock, worth $279,212. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,784
Previous 7,550 3.1%
Holding current value
$279,212
Previous $256,000 8.59%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Apr 24, 2024
BUY
$32.85 - $35.9 $7,686 - $8,400
234 Added 3.1%
7,784 $278,000
Q4 2022

Feb 09, 2023
BUY
$27.34 - $31.02 $206,417 - $234,201
7,550 New
7,550 $224,000

Others Institutions Holding SPDW

# of Institutions
898
Shares Held
469M
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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