Moneta Group Investment Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Moneta Group Investment Advisors LLC

  • $9.24 Billion
  • Q3 2024

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 9,820 shares of SPDW stock, worth $346,449. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,820
Previous 10,497 6.45%
Holding current value
$346,449
Previous $368,000 -0.0%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 12, 2024
SELL
$33.74 - $37.96 $22,841 - $25,698
-677 Reduced 6.45%
9,820 $368,000
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

# 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
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