Mission Wealth Management, LP Spdr Ser Tr Fds Spdr Portfolio Transaction History

Mission Wealth Management, LP

  • $4.01 Billion
  • Q1 2025

A detailed history of Mission Wealth Management, LP transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Mission Wealth Management, LP holds 7,091 shares of SPDW stock, worth $285,980. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,091
Previous 7,091 -0.0%
Holding current value
$285,980
Previous $242,000 7.44%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
SELL
$34.2 - $36.64 $210,022 - $225,006
-6,141 Reduced 46.41%
7,091 $248,000
Q1 2024

Apr 30, 2024
BUY
$32.85 - $35.9 $434,671 - $475,028
13,232 New
13,232 $474,000
Q2 2023

Aug 04, 2023
BUY
$31.7 - $33.66 $324,988 - $345,082
10,252 New
10,252 $333,000

Others Institutions Holding SPDW

# of Institutions
1,100
Shares Held
554M
Call Options Held
3.1K
Put Options Held
441
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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