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

Modera Wealth Management, LLC

  • $7.79 Billion
  • Q3 2024

A detailed history of Modera Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Modera Wealth Management, LLC holds 49,019 shares of SPDW stock, worth $1.73 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
49,019
Previous 34,626 41.57%
Holding current value
$1.73 Million
Previous $1.21 Million 51.65%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 24, 2024
BUY
$33.74 - $37.96 $485,619 - $546,358
14,393 Added 41.57%
49,019 $1.84 Million
Q1 2024

May 14, 2024
BUY
$32.85 - $35.9 $41,620 - $45,485
1,267 Added 3.8%
34,626 $1.24 Million
Q4 2023

Feb 14, 2024
SELL
$29.46 - $34.07 $11,990 - $13,866
-407 Reduced 1.21%
33,359 $1.13 Million
Q3 2023

Nov 30, 2023
BUY
$30.88 - $33.58 $689,735 - $750,042
22,336 Added 195.42%
33,766 $1.05 Million
Q3 2023

Nov 01, 2023
SELL
$30.88 - $33.58 $692,206 - $752,729
-22,416 Reduced 66.23%
11,430 $354,000
Q2 2023

Aug 07, 2023
BUY
$31.7 - $33.66 $33,538 - $35,612
1,058 Added 3.23%
33,846 $1.1 Million
Q1 2023

May 05, 2023
SELL
$29.83 - $32.71 $39,166 - $42,948
-1,313 Reduced 3.85%
32,788 $1.05 Million
Q4 2022

Feb 07, 2023
BUY
$25.7 - $31.02 $609,629 - $735,825
23,721 Added 228.53%
34,101 $1.01 Million
Q3 2022

Nov 01, 2022
SELL
$25.67 - $30.93 $396,319 - $477,528
-15,439 Reduced 59.8%
10,380 $268,000
Q2 2022

Jul 27, 2022
SELL
$28.57 - $34.74 $153,220 - $186,310
-5,363 Reduced 17.2%
25,819 $745,000
Q1 2022

May 03, 2022
SELL
$31.42 - $36.91 $21,994 - $25,836
-700 Reduced 2.2%
31,182 $1.07 Million
Q4 2021

Feb 04, 2022
BUY
$35.28 - $37.98 $1.12 Million - $1.21 Million
31,882 New
31,882 $1.16 Million

Others Institutions Holding SPDW

# of Institutions
953
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
Track This Portfolio

Track Modera Wealth Management, LLC Portfolio

Follow Modera Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modera Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modera Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email