Journey Strategic Wealth LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Journey Strategic Wealth LLC

  • $2.65 Billion
  • Q4 2024

A detailed history of Journey Strategic Wealth LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 20,163 shares of SPDW stock, worth $740,586. This represents 0.03% of its overall portfolio holdings.

Number of Shares
20,163
Previous 24,544 17.85%
Holding current value
$740,586
Previous $921,000 25.3%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
SELL
$34.13 - $37.35 $149,523 - $163,630
-4,381 Reduced 17.85%
20,163 $688,000
Q3 2024

Nov 12, 2024
BUY
$33.74 - $37.96 $828,114 - $931,690
24,544 New
24,544 $921,000
Q2 2022

Aug 15, 2022
BUY
$28.57 - $34.74 $202,847 - $246,654
7,100 New
7,100 $205,000

Others Institutions Holding SPDW

# of Institutions
1,047
Shares Held
534M
Call Options Held
2.4K
Put Options Held
2.1K
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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