Mbm Wealth Consultants, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Mbm Wealth Consultants, LLC

  • $284 Million
  • Q1 2024

A detailed history of Mbm Wealth Consultants, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Mbm Wealth Consultants, LLC holds 23,997 shares of SPDW stock, worth $855,013. This represents 0.3% of its overall portfolio holdings.

Number of Shares
23,997
Previous 22,961 4.51%
Holding current value
$855,013
Previous $780,000 10.26%
% of portfolio
0.3%
Previous 0.3%

Shares

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

Apr 18, 2024
BUY
$32.85 - $35.9 $34,032 - $37,192
1,036 Added 4.51%
23,997 $860,000
Q4 2023

Jan 30, 2024
BUY
$29.46 - $34.07 $214,321 - $247,859
7,275 Added 46.38%
22,961 $780,000
Q3 2023

Oct 19, 2023
BUY
$30.88 - $33.58 $36,747 - $39,960
1,190 Added 8.21%
15,686 $486,000
Q2 2023

Jul 24, 2023
BUY
$31.7 - $33.66 $112,186 - $119,122
3,539 Added 32.3%
14,496 $471,000
Q4 2022

Feb 15, 2023
BUY
$27.34 - $31.02 $26,328 - $29,872
963 Added 9.64%
10,957 $328,000
Q3 2022

Oct 24, 2022
SELL
N/A
-2,849 Reduced 22.18%
9,994 $264,000
Q2 2022

Aug 15, 2022
BUY
N/A
470 Added 3.8%
12,843 $371,000
Q1 2022

May 16, 2022
SELL
N/A
-549 Reduced 4.25%
12,373 $424,000
Q4 2021

Feb 15, 2022
BUY
N/A
613 Added 4.98%
12,922 $471,000
Q3 2021

Nov 16, 2021
BUY
N/A
801 Added 6.96%
12,309 $446,000
Q2 2021

Aug 13, 2021
SELL
N/A
-134 Reduced 1.15%
11,508 $423,000
Q1 2021

May 10, 2021
BUY
N/A
9 Added 0.08%
11,642 $411,000
Q4 2020

Feb 09, 2021
BUY
N/A
579 Added 5.24%
11,633 $393,000
Q3 2020

Nov 12, 2020
SELL
N/A
-50 Reduced 0.45%
11,054 $324,000
Q2 2020

Aug 07, 2020
BUY
N/A
1,265 Added 12.86%
11,104 $307,000
Q1 2020

May 13, 2020
BUY
N/A
1,692 Added 20.77%
9,839 $235,000
Q4 2019

Feb 11, 2020
BUY
N/A
639 Added 8.51%
8,147 $254,000
Q3 2019

Oct 30, 2019
BUY
N/A
786 Added 11.69%
7,508 $220,000
Q2 2019

Jul 30, 2019
BUY
N/A
1,050 Added 18.51%
6,722 $199,000
Q1 2019

Apr 25, 2019
BUY
N/A
1,628 Added 40.26%
5,672 $166,000
Q4 2018

Feb 13, 2019
BUY
N/A
4,044 New
4,044 $107,000

Others Institutions Holding SPDW

# of Institutions
899
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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