Mbl Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Mbl Wealth, LLC

  • $830 Million
  • Q1 2024

A detailed history of Mbl Wealth, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Mbl Wealth, LLC holds 9,250 shares of SPDW stock, worth $329,207. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,250
Previous 8,940 3.47%
Holding current value
$329,207
Previous $304,000 8.88%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
BUY
$32.85 - $35.9 $10,183 - $11,129
310 Added 3.47%
9,250 $331,000
Q4 2023

Jan 18, 2024
BUY
$29.46 - $34.07 $36,383 - $42,076
1,235 Added 16.03%
8,940 $304,000
Q3 2023

Oct 11, 2023
BUY
$30.88 - $33.58 $237,930 - $258,733
7,705 New
7,705 $238,000

Others Institutions Holding SPDW

# of Institutions
899
Shares Held
470M
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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