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

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Modern Wealth Management, LLC holds 38,987 shares of SPDW stock, worth $1.42 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
38,987
Previous 19,511 99.82%
Holding current value
$1.42 Million
Previous $733 Million 91.89%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Feb 11, 2025
BUY
$34.13 - $37.35 $664,715 - $727,428
19,476 Added 99.82%
38,987 $1.41 Billion
Q3 2024

Nov 05, 2024
BUY
$33.74 - $37.96 $137,827 - $155,066
4,085 Added 26.48%
19,511 $733 Million
Q2 2024

Aug 07, 2024
BUY
$34.2 - $36.64 $527,569 - $565,208
15,426 New
15,426 $541 Million

Others Institutions Holding SPDW

# of Institutions
1,039
Shares Held
536M
Call Options Held
2.4K
Put Options Held
2.1K
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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