Laurel Wealth Planning LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Laurel Wealth Planning LLC

$153 Million
Q3 2024

A detailed history of Laurel Wealth Planning LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 50,093 shares of SPDW stock, worth $1.76 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares

50,093

Previous 50,609 1.02%

Holding current value

$1.76 Million

Previous $1.78 Million 6.03%

% of portfolio

1.23%

Previous 1.24%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	SELL	$33.74 - $37.96 $17,409 - $19,587	-516 Reduced 1.02%	50,093 $1.88 Million
Q2 2024 Jul 25, 2024	SELL	$34.2 - $36.64 $89,091 - $95,447	-2,605 Reduced 4.9%	50,609 $1.78 Million
Q1 2024 Apr 22, 2024	SELL	$32.85 - $35.9 $121,709 - $133,009	-3,705 Reduced 6.51%	53,214 $1.91 Million
Q4 2023 Feb 09, 2024	SELL	$29.46 - $34.07 $687,743 - $795,364	-23,345 Reduced 29.09%	56,919 $1.94 Million
Q3 2023 Oct 27, 2023	SELL	$30.88 - $33.58 $47,586 - $51,746	-1,541 Reduced 1.88%	80,264 $2.49 Million
Q2 2023 Jul 19, 2023	SELL	$31.7 - $33.66 $171,338 - $181,932	-5,405 Reduced 6.2%	81,805 $2.66 Million
Q1 2023 Apr 18, 2023	SELL	$29.83 - $32.71 $434,623 - $476,584	-14,570 Reduced 14.32%	87,210 $2.8 Million
Q4 2022 Feb 01, 2023	SELL	$25.7 - $31.02 $81,648 - $98,550	-3,177 Reduced 3.03%	101,780 $3.02 Million
Q3 2022 Nov 02, 2022	SELL	$25.67 - $30.93 $173,631 - $209,210	-6,764 Reduced 6.05%	104,957 $2.71 Million
Q2 2022 Aug 09, 2022	SELL	$28.57 - $34.74 $238,988 - $290,600	-8,365 Reduced 6.97%	111,721 $3.22 Million
Q1 2022 Apr 28, 2022	SELL	$31.42 - $36.91 $66,578 - $78,212	-2,119 Reduced 1.73%	120,086 $4.12 Million
Q4 2021 Feb 01, 2022	SELL	$35.28 - $37.98 $16,687 - $17,964	-473 Reduced 0.39%	122,205 $4.46 Million
Q3 2021 Nov 12, 2021	SELL	$35.68 - $38.17 $13,344 - $14,275	-374 Reduced 0.3%	122,678 $4.44 Million
Q2 2021 Aug 09, 2021	SELL	$35.87 - $38.34 $168,409 - $180,006	-4,695 Reduced 3.68%	123,052 $4.53 Million
Q4 2020 Feb 08, 2021	BUY	$28.3 - $34.03 $3.62 Million - $4.35 Million	127,747 New	127,747 $4.31 Million

Others Institutions Holding SPDW

# of Institutions

953

Shares Held

487M

Call Options Held

500

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
Industry ETFs

More about SPDW

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 Fds Spdr Portfolio Transaction History