Laurel Wealth Planning LLC Spdr Ser Tr Ssga Gender Divers Transaction History

Laurel Wealth Planning LLC

$153 Million
Q3 2024

A detailed history of Laurel Wealth Planning LLC transactions in Spdr Ser Tr Ssga Gender Divers stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 5,313 shares of SHE stock, worth $641,491. This represents 0.39% of its overall portfolio holdings.

Number of Shares

5,313

Previous 5,316 0.06%

Holding current value

$641,491

Previous $578,000 4.5%

% of portfolio

0.39%

Previous 0.4%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	SELL	$102.79 - $114.21 $308 - $342	-3 Reduced 0.06%	5,313 $604,000
Q2 2024 Jul 25, 2024	BUY	$100.4 - $109.05 $18,172 - $19,738	181 Added 3.52%	5,316 $578,000
Q1 2024 Apr 22, 2024	SELL	$93.66 - $106.06 $19,293 - $21,848	-206 Reduced 3.86%	5,135 $544,000
Q4 2023 Feb 09, 2024	SELL	$82.32 - $95.28 $129,983 - $150,447	-1,579 Reduced 22.82%	5,341 $507,000
Q3 2023 Oct 27, 2023	SELL	$84.78 - $90.85 $40,100 - $42,972	-473 Reduced 6.4%	6,920 $588,000
Q2 2023 Jul 19, 2023	BUY	$81.77 - $88.04 $28,864 - $31,078	353 Added 5.01%	7,393 $651,000
Q1 2023 Apr 18, 2023	SELL	$78.34 - $85.23 $2,820 - $3,068	-36 Reduced 0.51%	7,040 $584,000
Q3 2022 Nov 02, 2022	SELL	$72.78 - $86.73 $21,324 - $25,411	-293 Reduced 3.98%	7,076 $515,000
Q2 2022 Aug 09, 2022	SELL	$73.56 - $93.77 $576,563 - $734,969	-7,838 Reduced 51.54%	7,369 $560,000
Q1 2022 Apr 28, 2022	SELL	$84.79 - $102.13 $183,231 - $220,702	-2,161 Reduced 12.44%	15,207 $1.4 Million
Q4 2021 Feb 01, 2022	SELL	$97.33 - $108.0 $24,429 - $27,108	-251 Reduced 1.42%	17,368 $1.78 Million
Q3 2021 Nov 12, 2021	BUY	$100.54 - $106.29 $22,822 - $24,127	227 Added 1.31%	17,619 $1.78 Million
Q2 2021 Aug 09, 2021	BUY	$96.0 - $101.91 $159,840 - $169,680	1,665 Added 10.59%	17,392 $1.77 Million
Q1 2021 May 06, 2021	BUY	$87.77 - $97.1 $23,785 - $26,314	271 Added 1.75%	15,727 $1.49 Million
Q4 2020 Feb 08, 2021	BUY	$74.55 - $89.66 $1.15 Million - $1.39 Million	15,456 New	15,456 $1.39 Million

Others Institutions Holding SHE

# of Institutions

110

Shares Held

921K

Call Options Held

Put Options Held

View Full List

About SPDR SER TR SSGA GENDER DIVERS

Ticker SHE
Sector ETFs
Industry ETFs

More about SHE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Laurel Wealth Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Laurel Wealth Planning LLC with notifications on news.

Account

Laurel Wealth Planning LLC Spdr Ser Tr Ssga Gender Divers Transaction History