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

Laurel Wealth Planning LLC

  • $151 Million
  • Q1 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 53,214 shares of SPDW stock, worth $1.91 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares
53,214
Previous 56,919 6.51%
Holding current value
$1.91 Million
Previous $1.94 Million 1.5%
% of portfolio
1.27%
Previous 1.37%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$27.34 - $31.02 $86,859 - $98,550
-3,177 Reduced 3.03%
101,780 $3.02 Million
Q3 2022

Nov 02, 2022
SELL
N/A
-6,764 Reduced 6.05%
104,957 $2.71 Million
Q2 2022

Aug 09, 2022
SELL
N/A
-8,365 Reduced 6.97%
111,721 $3.22 Million
Q1 2022

Apr 28, 2022
SELL
N/A
-2,119 Reduced 1.73%
120,086 $4.12 Million
Q4 2021

Feb 01, 2022
SELL
N/A
-473 Reduced 0.39%
122,205 $4.46 Million
Q3 2021

Nov 12, 2021
SELL
N/A
-374 Reduced 0.3%
122,678 $4.44 Million
Q2 2021

Aug 09, 2021
SELL
N/A
-4,695 Reduced 3.68%
123,052 $4.53 Million
Q4 2020

Feb 08, 2021
BUY
N/A
127,747 New
127,747 $4.31 Million

Others Institutions Holding SPDW

# of Institutions
898
Shares Held
469M
Call Options Held
4.1K
Put Options Held
200
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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