Leverty Financial Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Leverty Financial Group, LLC

  • $195 Million
  • Q4 2024

A detailed history of Leverty Financial Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Leverty Financial Group, LLC holds 31,754 shares of SPDW stock, worth $1.13 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
31,754
Previous 15,129 109.89%
Holding current value
$1.13 Million
Previous $568,000 90.67%
% of portfolio
0.55%
Previous 0.31%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$34.13 - $37.35 $567,411 - $620,943
16,625 Added 109.89%
31,754 $1.08 Million
Q3 2024

Oct 16, 2024
BUY
$33.74 - $37.96 $218,635 - $245,980
6,480 Added 74.92%
15,129 $568,000
Q2 2024

Jul 15, 2024
SELL
$34.2 - $36.64 $752 - $806
-22 Reduced 0.25%
8,649 $303,000
Q1 2024

Apr 23, 2024
BUY
$32.85 - $35.9 $5,617 - $6,138
171 Added 2.01%
8,671 $310,000
Q4 2023

Jan 10, 2024
BUY
$29.46 - $34.07 $250,410 - $289,595
8,500 New
8,500 $289,000

Others Institutions Holding SPDW

# of Institutions
964
Shares Held
490M
Call Options Held
500
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
Track This Portfolio

Track Leverty Financial Group, LLC Portfolio

Follow Leverty Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Leverty Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leverty Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email