Merriman Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Merriman Wealth Management, LLC

  • $2.16 Billion
  • Q1 2024

A detailed history of Merriman Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 145,122 shares of SPDW stock, worth $5.09 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
145,122
Previous 152,193 4.65%
Holding current value
$5.09 Million
Previous $5.18 Million 0.48%
% of portfolio
0.24%
Previous 0.26%

Shares

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

May 14, 2024
SELL
$32.85 - $35.9 $232,282 - $253,848
-7,071 Reduced 4.65%
145,122 $5.2 Million
Q4 2023

Feb 13, 2024
SELL
$29.46 - $34.07 $184,714 - $213,618
-6,270 Reduced 3.96%
152,193 $5.18 Million
Q3 2023

Nov 13, 2023
SELL
$30.88 - $33.58 $832,092 - $904,846
-26,946 Reduced 14.53%
158,463 $4.91 Million
Q2 2023

Aug 14, 2023
SELL
$31.7 - $33.66 $1.02 Million - $1.08 Million
-32,191 Reduced 14.79%
185,409 $6.03 Million
Q1 2023

May 04, 2023
SELL
$29.83 - $32.71 $407,507 - $446,851
-13,661 Reduced 5.91%
217,600 $6.99 Million
Q4 2022

Feb 13, 2023
SELL
$27.34 - $31.02 $700,068 - $794,298
-25,606 Reduced 9.97%
231,261 $6.87 Million
Q3 2022

Oct 26, 2022
SELL
N/A
-26,841 Reduced 9.46%
256,867 $6.63 Million
Q2 2022

Jul 29, 2022
SELL
N/A
-25,201 Reduced 8.16%
283,708 $0
Q1 2022

Apr 28, 2022
SELL
N/A
-34,844 Reduced 10.14%
308,909 $10.6 Million
Q4 2021

Feb 01, 2022
SELL
N/A
-35,212 Reduced 9.29%
343,753 $12.5 Million
Q4 2021

Feb 01, 2022
BUY
N/A
17,082 Added 4.72%
378,965 $13.9 Million
Q3 2021

Nov 09, 2021
SELL
N/A
-17,082 Reduced 4.51%
361,883 $13.1 Million
Q2 2021

Jul 28, 2021
SELL
N/A
-35,349 Reduced 8.53%
378,965 $13.9 Million
Q1 2021

May 10, 2021
SELL
N/A
-6,481 Reduced 1.54%
414,314 $14.7 Million
Q4 2020

Feb 10, 2021
SELL
N/A
-19,828 Reduced 4.5%
420,795 $14.2 Million
Q3 2020

Oct 26, 2020
SELL
N/A
-25,080 Reduced 5.39%
440,623 $12.9 Million
Q2 2020

Jul 31, 2020
BUY
N/A
365,876 Added 366.51%
465,703 $12.9 Million
Q1 2020

Apr 22, 2020
BUY
N/A
99,827 New
99,827 $2.39 Million

Others Institutions Holding SPDW

# of Institutions
898
Shares Held
468M
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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