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

Laidlaw Wealth Management LLC

  • $172 Million
  • Q2 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 15,554 shares of SPDW stock, worth $572,231. This represents 0.32% of its overall portfolio holdings.

Number of Shares
15,554
Previous 14,939 4.12%
Holding current value
$572,231
Previous $535,000 1.87%
% of portfolio
0.32%
Previous 0.31%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
932
Shares Held
484M
Call Options Held
4.4K
Put Options Held
700
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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