A detailed history of Moneta Group Investment Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 10,497 shares of SPDW stock, worth $374,742. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,497
Previous 8,964 17.1%
Holding current value
$374,742
Previous $321,000 14.64%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 13, 2024

BUY
$34.2 - $36.64 $52,428 - $56,169
1,533 Added 17.1%
10,497 $368,000
Q1 2024

Aug 13, 2024

BUY
$32.85 - $35.9 $17,410 - $19,027
530 Added 6.28%
8,964 $321,000
Q4 2023

Feb 15, 2024

BUY
$29.46 - $34.07 $147 - $170
5 Added 0.06%
8,434 $286,000
Q3 2023

Nov 15, 2023

SELL
$30.88 - $33.58 $12,104 - $13,163
-392 Reduced 4.44%
8,429 $261,000
Q2 2023

Aug 15, 2023

SELL
$31.7 - $33.66 $165,378 - $175,604
-5,217 Reduced 37.16%
8,821 $287,000
Q1 2023

May 15, 2023

BUY
$29.83 - $32.71 $418,753 - $459,182
14,038 New
14,038 $450,000
Q2 2022

Aug 15, 2022

SELL
$28.57 - $34.74 $171,677 - $208,752
-6,009 Closed
0 $0
Q1 2022

May 11, 2022

BUY
$31.42 - $36.91 $188 - $221
6 Added 0.1%
6,009 $206,000
Q4 2021

Feb 11, 2022

SELL
$35.28 - $37.98 $2,575 - $2,772
-73 Reduced 1.2%
6,003 $219,000
Q3 2021

Nov 12, 2021

BUY
$35.68 - $38.17 $17,982 - $19,237
504 Added 9.05%
6,076 $220,000
Q2 2021

Aug 13, 2021

BUY
$35.87 - $38.34 $199,867 - $213,630
5,572 New
5,572 $205,000
Q1 2020

May 13, 2020

SELL
$20.71 - $31.78 $562,835 - $863,685
-27,177 Closed
0 $0
Q4 2019

Feb 11, 2020

SELL
$28.52 - $31.66 $28,263 - $31,375
-991 Reduced 3.52%
27,177 $852,000
Q3 2019

Nov 12, 2019

SELL
$29.1 - $29.66 $198,171 - $201,984
-6,810 Reduced 19.47%
28,168 $827,000
Q2 2019

Aug 16, 2019

BUY
N/A
886 Added 2.6%
34,978 $1.04 Million
Q2 2019

Aug 13, 2019

SELL
N/A
-122,430 Reduced 78.22%
34,092 $1.04 Million
Q1 2019

May 16, 2019

BUY
N/A
147,450 Added 1625.33%
156,522 $4.57 Million
Q1 2019

May 15, 2019

SELL
N/A
-141,968 Reduced 93.99%
9,072 $4.57 Million
Q4 2018

Feb 11, 2019

SELL
N/A
-23,727 Reduced 13.58%
151,040 $4 Million
Q3 2018

Nov 13, 2018

BUY
N/A
104,586 Added 149.02%
174,767 $5.38 Million
Q2 2018

Aug 15, 2018

SELL
N/A
-93,339 Reduced 57.08%
70,181 $2.13 Million
Q2 2018

Aug 14, 2018

BUY
N/A
163,520 New
163,520 $4.91 Million

Others Institutions Holding SPDW

About SPDR SER TR FDS SPDR PORTFOLIO


  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
Track This Portfolio

Track Moneta Group Investment Advisors LLC Portfolio

Follow Moneta Group Investment Advisors 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 Moneta Group Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneta Group Investment Advisors LLC with notifications on news.