A detailed history of M Holdings Securities, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, M Holdings Securities, Inc. holds 17,551 shares of SPDW stock, worth $619,199. This represents 0.17% of its overall portfolio holdings.

Number of Shares
17,551
Previous 17,875 1.81%
Holding current value
$619,199
Previous $627,000 5.1%
% of portfolio
0.17%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$33.74 - $37.96 $10,931 - $12,299
-324 Reduced 1.81%
17,551 $659,000
Q2 2024

Aug 13, 2024

BUY
$34.2 - $36.64 $11,080 - $11,871
324 Added 1.85%
17,875 $627,000
Q3 2023

Feb 14, 2024

BUY
$30.88 - $33.58 $22,882 - $24,882
741 Added 4.41%
17,551 $544,000
Q2 2023

Sep 26, 2023

SELL
$31.7 - $33.66 $20,224 - $21,475
-638 Reduced 3.66%
16,810 $547,000
Q1 2023

May 15, 2023

SELL
$29.83 - $32.71 $2,863 - $3,140
-96 Reduced 0.55%
17,448 $560,000
Q4 2022

Feb 10, 2023

BUY
$25.7 - $31.02 $450,880 - $544,214
17,544 New
17,544 $521,000

Others Institutions Holding SPDW

About SPDR SER TR FDS SPDR PORTFOLIO


  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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