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

Mbm Wealth Consultants, LLC

$322 Million
Q4 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 28,842 shares of SPDW stock, worth $1.07 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

28,842

Previous 27,038 6.67%

Holding current value

$1.07 Million

Previous $1.02 Million 3.05%

% of portfolio

0.31%

Previous 0.33%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$34.13 - $37.35 $61,570 - $67,379	1,804 Added 6.67%	28,842 $984,000
Q3 2024 Oct 07, 2024	BUY	$33.74 - $37.96 $26,485 - $29,798	785 Added 2.99%	27,038 $1.02 Million
Q2 2024 Jul 30, 2024	BUY	$34.2 - $36.64 $77,155 - $82,659	2,256 Added 9.4%	26,253 $920,000
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	$25.7 - $31.02 $24,749 - $29,872	963 Added 9.64%	10,957 $328,000
Q3 2022 Oct 24, 2022	SELL	$25.67 - $30.93 $73,133 - $88,119	-2,849 Reduced 22.18%	9,994 $264,000
Q2 2022 Aug 15, 2022	BUY	$28.57 - $34.74 $13,427 - $16,327	470 Added 3.8%	12,843 $371,000
Q1 2022 May 16, 2022	SELL	$31.42 - $36.91 $17,249 - $20,263	-549 Reduced 4.25%	12,373 $424,000
Q4 2021 Feb 15, 2022	BUY	$35.28 - $37.98 $21,626 - $23,281	613 Added 4.98%	12,922 $471,000
Q3 2021 Nov 16, 2021	BUY	$35.68 - $38.17 $28,579 - $30,574	801 Added 6.96%	12,309 $446,000
Q2 2021 Aug 13, 2021	SELL	$35.87 - $38.34 $4,806 - $5,137	-134 Reduced 1.15%	11,508 $423,000
Q1 2021 May 10, 2021	BUY	$33.6 - $35.9 $302 - $323	9 Added 0.08%	11,642 $411,000
Q4 2020 Feb 09, 2021	BUY	$28.3 - $34.03 $16,385 - $19,703	579 Added 5.24%	11,633 $393,000
Q3 2020 Nov 12, 2020	SELL	$27.73 - $30.19 $1,386 - $1,509	-50 Reduced 0.45%	11,054 $324,000
Q2 2020 Aug 07, 2020	BUY	$22.87 - $29.3 $28,930 - $37,064	1,265 Added 12.86%	11,104 $307,000
Q1 2020 May 13, 2020	BUY	$20.71 - $31.78 $35,041 - $53,771	1,692 Added 20.77%	9,839 $235,000
Q4 2019 Feb 11, 2020	BUY	$28.52 - $31.66 $18,224 - $20,230	639 Added 8.51%	8,147 $254,000
Q3 2019 Oct 30, 2019	BUY	$29.1 - $29.66 $22,872 - $23,312	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

1,033

Shares Held

536M

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