Morton Brown Family Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Morton Brown Family Wealth, LLC

  • $287 Million
  • Q4 2024

A detailed history of Morton Brown Family Wealth, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 7,407 shares of SPDW stock, worth $269,837. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,407
Holding current value
$269,837
% of portfolio
0.09%

Shares

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

Jan 31, 2025
BUY
$34.13 - $37.35 $252,800 - $276,651
7,407 New
7,407 $252,000
Q1 2023

Apr 25, 2023
BUY
$29.83 - $32.71 $13,781 - $15,112
462 New
462 $14,000

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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