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

Mgb Wealth Management, LLC

  • $322 Billion
  • Q4 2024

A detailed history of Mgb Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Mgb Wealth Management, LLC holds 27,264 shares of SPDW stock, worth $971,416. This represents 0.29% of its overall portfolio holdings.

Number of Shares
27,264
Previous 31,297 12.89%
Holding current value
$971,416
Previous $1.18 Billion 20.92%
% of portfolio
0.29%
Previous 0.43%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
SELL
$34.13 - $37.35 $137,646 - $150,632
-4,033 Reduced 12.89%
27,264 $931 Million
Q3 2024

Nov 12, 2024
SELL
$33.74 - $37.96 $19,366 - $21,789
-574 Reduced 1.8%
31,297 $1.18 Billion
Q2 2024

Aug 12, 2024
BUY
$34.2 - $36.64 $33,139 - $35,504
969 Added 3.14%
31,871 $1.16 Billion
Q1 2024

May 06, 2024
BUY
$32.85 - $35.9 $50,457 - $55,142
1,536 Added 5.23%
30,902 $1.11 Billion
Q4 2023

Apr 22, 2024
BUY
$29.46 - $34.07 $865,122 - $1 Million
29,366 New
29,366 $999 Million

Others Institutions Holding SPDW

# of Institutions
967
Shares Held
495M
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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