Moss Adams Wealth Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Moss Adams Wealth Advisors LLC

$725 Billion
Q2 2024

A detailed history of Moss Adams Wealth Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 446,641 shares of SPDW stock, worth $16.9 Million. This represents 2.16% of its overall portfolio holdings.

Number of Shares

446,641

Previous 454,813 1.8%

Holding current value

$16.9 Million

Previous $16.3 Billion 3.88%

% of portfolio

2.16%

Previous 2.62%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 23, 2024	SELL	$34.2 - $36.64 $279,482 - $299,422	-8,172 Reduced 1.8%	446,641 $15.7 Billion
Q1 2024 May 07, 2024	BUY	$32.85 - $35.9 $4.15 Million - $4.53 Million	126,280 Added 38.44%	454,813 $16.3 Billion
Q4 2023 Feb 06, 2024	BUY	$29.46 - $34.07 $3.51 Million - $4.06 Million	119,131 Added 56.89%	328,533 $11.2 Billion
Q3 2023 Dec 20, 2023	SELL	$30.88 - $33.58 $221,625 - $241,003	-7,177 Reduced 3.31%	209,402 $6.49 Billion
Q2 2023 Dec 20, 2023	SELL	$31.7 - $33.66 $622,714 - $661,217	-19,644 Reduced 8.32%	216,579 $7.05 Billion
Q1 2023 Dec 20, 2023	SELL	$29.83 - $32.71 $630,337 - $691,195	-21,131 Reduced 8.21%	236,223 $7.59 Billion
Q4 2022 Dec 20, 2023	BUY	$25.7 - $31.02 $6.61 Million - $7.98 Million	257,354 New	257,354 $7.64 Billion

Others Institutions Holding SPDW

# of Institutions

933

Shares Held

484M

Call Options Held

4.4K

Put Options Held

700

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Moss Adams Wealth Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History