Laidlaw Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Laidlaw Wealth Management LLC

$268 Million
Q4 2024

A detailed history of Laidlaw Wealth Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 16,388 shares of SPDW stock, worth $599,800. This represents 0.21% of its overall portfolio holdings.

Number of Shares

16,388

Previous 16,220 1.04%

Holding current value

$599,800

Previous $609,000 8.21%

% of portfolio

0.21%

Previous 0.32%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$34.13 - $37.35 $5,733 - $6,274	168 Added 1.04%	16,388 $559,000
Q3 2024 Nov 12, 2024	BUY	$33.74 - $37.96 $22,470 - $25,281	666 Added 4.28%	16,220 $609,000
Q2 2024 Aug 01, 2024	BUY	$34.2 - $36.64 $21,033 - $22,533	615 Added 4.12%	15,554 $545,000
Q1 2024 May 15, 2024	BUY	$32.85 - $35.9 $41,620 - $45,485	1,267 Added 9.27%	14,939 $535,000
Q4 2023 Feb 12, 2024	SELL	$29.46 - $34.07 $41,214 - $47,663	-1,399 Reduced 9.28%	13,672 $464,000
Q3 2023 Nov 13, 2023	BUY	$30.88 - $33.58 $465,392 - $506,084	15,071 New	15,071 $467,000

Others Institutions Holding SPDW

# of Institutions

1,036

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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Laidlaw Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History