Meritage Portfolio Management Spdr Ser Tr Fds Spdr Portfolio Transaction History

Meritage Portfolio Management

  • $1.63 Billion
  • Q3 2024

A detailed history of Meritage Portfolio Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Meritage Portfolio Management holds 10,338 shares of SPDW stock, worth $354,800. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,338
Previous 9,146 13.03%
Holding current value
$354,800
Previous $321,000 20.87%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$33.74 - $37.96 $40,218 - $45,248
1,192 Added 13.03%
10,338 $388,000
Q2 2024

Aug 08, 2024
BUY
$34.2 - $36.64 $10,123 - $10,845
296 Added 3.34%
9,146 $321,000
Q4 2023

Feb 02, 2024
BUY
$29.46 - $34.07 $45,574 - $52,706
1,547 Added 21.18%
8,850 $301,000
Q2 2023

Jul 31, 2023
BUY
$31.7 - $33.66 $33,950 - $36,049
1,071 Added 17.19%
7,303 $238,000
Q1 2023

Apr 25, 2023
BUY
$29.83 - $32.71 $185,900 - $203,848
6,232 New
6,232 $200,000
Q2 2022

Jul 25, 2022
SELL
$28.57 - $34.74 $174,676 - $212,400
-6,114 Closed
0 $0
Q4 2021

Jan 28, 2022
BUY
$35.28 - $37.98 $215,701 - $232,209
6,114 New
6,114 $223,000

Others Institutions Holding SPDW

# of Institutions
956
Shares Held
487M
Call Options Held
500
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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