Mc Clarren Financial Advisors, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Mc Clarren Financial Advisors, Inc.

$151 Million
Q1 2025

A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 17,089 shares of SPDW stock, worth $680,313. This represents 0.45% of its overall portfolio holdings.

Number of Shares

17,089

Previous 18,868 9.43%

Holding current value

$680,313

Previous $643,000 6.84%

% of portfolio

0.45%

Previous 1.8%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$33.84 - $37.77 $60,201 - $67,192	-1,779 Reduced 9.43%	17,089 $687,000
Q4 2024 Jan 29, 2025	BUY	$34.13 - $37.35 $57,850 - $63,308	1,695 Added 9.87%	18,868 $643,000
Q3 2024 Oct 18, 2024	BUY	$33.74 - $37.96 $548,646 - $617,267	16,261 Added 1783.0%	17,173 $4.29 Million
Q2 2024 Jul 26, 2024	SELL	$34.2 - $36.64 $658,828 - $705,832	-19,264 Reduced 95.48%	912 $666,000
Q1 2024 Jul 26, 2024	BUY	$32.85 - $35.9 $627,435 - $685,690	19,100 Added 1775.09%	20,176 $724,000
Q1 2024 May 03, 2024	SELL	$32.85 - $35.9 $632,493 - $691,218	-19,254 Reduced 94.71%	1,076 $724,000
Q4 2023 Feb 02, 2024	BUY	$29.46 - $34.07 $6,186 - $7,154	210 Added 1.04%	20,330 $691,000
Q3 2023 Nov 03, 2023	SELL	$30.88 - $33.58 $92 - $100	-3 Reduced 0.01%	20,120 $622,000
Q2 2023 Aug 04, 2023	BUY	$31.7 - $33.66 $15,564 - $16,527	491 Added 2.5%	20,123 $654,000
Q1 2023 May 05, 2023	SELL	$29.83 - $32.71 $6,473 - $7,098	-217 Reduced 1.09%	19,632 $614,000
Q4 2022 Jan 30, 2023	SELL	$25.7 - $31.02 $231 - $279	-9 Reduced 0.05%	19,849 $589,000
Q3 2022 Oct 31, 2022	BUY	$25.67 - $30.93 $509,754 - $614,207	19,858 New	19,858 $512,000
Q2 2022 Aug 11, 2022	SELL	$28.57 - $34.74 $656,395 - $798,151	-22,975 Closed	0 $0
Q1 2022 Apr 29, 2022	SELL	$31.42 - $36.91 $3,613 - $4,244	-115 Reduced 0.5%	22,975 $787,000
Q4 2021 Jan 19, 2022	BUY	$35.28 - $37.98 $6,562 - $7,064	186 Added 0.81%	23,090 $842,000
Q3 2021 Oct 15, 2021	SELL	$35.68 - $38.17 $57,480 - $61,491	-1,611 Reduced 6.57%	22,904 $829,000
Q2 2021 Jul 23, 2021	SELL	$35.87 - $38.34 $25,395 - $27,144	-708 Reduced 2.81%	24,515 $900,000
Q1 2021 Apr 21, 2021	SELL	$33.6 - $35.9 $6,081 - $6,497	-181 Reduced 0.71%	25,223 $891,000
Q4 2020 Jan 29, 2021	BUY	$28.3 - $34.03 $718,933 - $864,498	25,404 New	25,404 $857,000

Others Institutions Holding SPDW

# of Institutions

1,087

Shares Held

550M

Call Options Held

3.1K

Put Options Held

441

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Mc Clarren Financial Advisors, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History