Kestra Private Wealth Services, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Kestra Private Wealth Services, LLC

  • $5.3 Billion
  • Q3 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 15,023 shares of SPDW stock, worth $529,560. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,023
Previous 12,818 17.2%
Holding current value
$529,560
Previous $449,000 25.61%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2024
BUY
$33.74 - $37.96 $74,396 - $83,701
2,205 Added 17.2%
15,023 $564,000
Q2 2024

Aug 12, 2024
BUY
$34.2 - $36.64 $163,681 - $175,359
4,786 Added 59.59%
12,818 $449,000
Q1 2024

May 02, 2024
SELL
$32.85 - $35.9 $60,542 - $66,163
-1,843 Reduced 18.66%
8,032 $287,000
Q4 2023

Feb 05, 2024
BUY
$29.46 - $34.07 $48,402 - $55,977
1,643 Added 19.96%
9,875 $335,000
Q3 2023

Nov 07, 2023
BUY
$30.88 - $33.58 $8,739 - $9,503
283 Added 3.56%
8,232 $255,000
Q2 2023

Aug 08, 2023
BUY
$31.7 - $33.66 $4,533 - $4,813
143 Added 1.83%
7,949 $258,000
Q4 2022

Jan 31, 2023
BUY
$25.7 - $31.02 $200,614 - $242,142
7,806 New
7,806 $231,000
Q2 2022

Aug 12, 2022
SELL
$28.57 - $34.74 $835,758 - $1.02 Million
-29,253 Closed
0 $0
Q1 2022

May 26, 2022
BUY
$31.42 - $36.91 $919,129 - $1.08 Million
29,253 New
29,253 $0

Others Institutions Holding SPDW

# of Institutions
958
Shares Held
489M
Call Options Held
500
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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