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

Kingsview Wealth Management, LLC

$4.71 Billion
Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 177,339 shares of SPDW stock, worth $6.51 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

177,339

Previous 178,583 0.7%

Holding current value

$6.51 Million

Previous $6.71 Million 9.77%

% of portfolio

0.13%

Previous 0.15%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$34.13 - $37.35 $42,457 - $46,463	-1,244 Reduced 0.7%	177,339 $6.05 Million
Q3 2024 Nov 12, 2024	SELL	$33.74 - $37.96 $4.77 Million - $5.37 Million	-141,483 Reduced 44.2%	178,583 $6.71 Million
Q2 2024 Aug 14, 2024	BUY	$34.2 - $36.64 $223,462 - $239,405	6,534 Added 2.08%	320,066 $11.2 Million
Q1 2024 May 09, 2024	BUY	$32.85 - $35.9 $277,024 - $302,744	8,433 Added 2.76%	313,532 $11.2 Million
Q4 2023 Feb 08, 2024	BUY	$29.46 - $34.07 $424,341 - $490,744	14,404 Added 4.96%	305,099 $10.4 Million
Q3 2023 Nov 07, 2023	BUY	$30.88 - $33.58 $1.48 Million - $1.61 Million	47,911 Added 19.73%	290,695 $9.01 Million
Q2 2023 Aug 10, 2023	BUY	$31.7 - $33.66 $264,061 - $280,387	8,330 Added 3.55%	242,784 $7.9 Million
Q1 2023 May 15, 2023	SELL	$29.83 - $32.71 $436,025 - $478,122	-14,617 Reduced 5.87%	234,454 $7.53 Million
Q4 2022 Feb 13, 2023	BUY	$25.7 - $31.02 $17,141 - $20,690	667 Added 0.27%	249,071 $7.39 Million
Q3 2022 Nov 14, 2022	BUY	$25.67 - $30.93 $2.08 Million - $2.51 Million	81,001 Added 48.39%	248,404 $6.41 Million
Q2 2022 Aug 16, 2022	BUY	$28.57 - $34.74 $106,851 - $129,927	3,740 Added 2.29%	167,403 $4.83 Million
Q1 2022 Feb 08, 2024	SELL	$31.42 - $36.91 $4.4 Million - $5.16 Million	-139,920 Reduced 45.86%	165,179 $0
Q4 2021 Feb 17, 2022	BUY	$35.28 - $37.98 $617,929 - $665,219	17,515 Added 11.98%	163,663 $5.97 Million
Q3 2021 Dec 03, 2021	BUY	$35.68 - $38.17 $562,923 - $602,208	15,777 Added 12.1%	146,148 $5.29 Million
Q2 2021 Aug 17, 2021	BUY	$35.87 - $38.34 $152,304 - $162,791	4,246 Added 3.37%	130,371 $4.81 Million
Q1 2021 May 24, 2021	SELL	$33.6 - $35.9 $2.04 Million - $2.18 Million	-60,794 Reduced 32.52%	126,125 $4.52 Million
Q4 2020 Feb 16, 2021	BUY	$28.3 - $34.03 $13,301 - $15,994	470 Added 0.25%	186,919 $6.31 Million
Q3 2020 Nov 19, 2020	BUY	$27.73 - $30.19 $3.08 Million - $3.35 Million	110,892 Added 146.77%	186,449 $5.46 Million
Q2 2020 Aug 14, 2020	BUY	$22.87 - $29.3 $47,135 - $60,387	2,061 Added 2.8%	75,557 $2.09 Million
Q1 2020 May 11, 2020	BUY	$20.71 - $31.78 $42,310 - $64,926	2,043 Added 2.86%	73,496 $1.76 Million
Q4 2019 Jan 31, 2020	BUY	$28.52 - $31.66 $2.04 Million - $2.26 Million	71,453 New	71,453 $2.24 Million

Others Institutions Holding SPDW

# of Institutions

1,035

Shares Held

536M

Call Options Held

2.4K

Put Options Held

2.1K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Kingsview Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History