M Holdings Securities, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

M Holdings Securities, Inc.

$620 Million
Q4 2024

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 $644,648. This represents 0.1% of its overall portfolio holdings.

Number of Shares

17,551

Previous 599 2830.05%

Holding current value

$644,648

Previous $17.6 Million 96.59%

% of portfolio

0.1%

Previous 0.24%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$34.13 - $37.35 $578,571 - $633,157	16,952 Added 2830.05%	17,551 $599,000
Q4 2024 Feb 11, 2025	SELL	$34.13 - $37.35 $578,571 - $633,157	-16,952 Reduced 96.59%	599 $17.6 Million
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

# of Institutions

1,049

Shares Held

535M

Call Options Held

2.4K

Put Options Held

2.1K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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M Holdings Securities, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History