A detailed history of N.E.W. Advisory Services LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 697,369 shares of SPDW stock, worth $24.9 Million. This represents 2.59% of its overall portfolio holdings.

Number of Shares
697,369
Previous 710,433 1.84%
Holding current value
$24.9 Million
Previous $24.9 Million 5.1%
% of portfolio
2.59%
Previous 2.7%

Shares

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

Oct 31, 2024

SELL
$33.74 - $37.96 $440,779 - $495,909
-13,064 Reduced 1.84%
697,369 $26.2 Million
Q2 2024

Aug 02, 2024

SELL
$34.2 - $36.64 $9.19 Million - $9.84 Million
-268,666 Reduced 27.44%
710,433 $24.9 Million
Q1 2024

Apr 24, 2024

BUY
$32.85 - $35.9 $866,550 - $947,006
26,379 Added 2.77%
979,099 $35.1 Million
Q4 2023

Feb 06, 2024

BUY
$29.46 - $34.07 $651,920 - $753,935
22,129 Added 2.38%
952,720 $32.4 Million
Q3 2023

Nov 03, 2023

BUY
$30.88 - $33.58 $1.51 Million - $1.64 Million
48,891 Added 5.55%
930,591 $28.9 Million
Q2 2023

Aug 04, 2023

SELL
$31.7 - $33.66 $320,740 - $340,571
-10,118 Reduced 1.13%
881,700 $28.7 Million
Q1 2023

May 10, 2023

SELL
$29.83 - $32.71 $441,692 - $484,336
-14,807 Reduced 1.63%
891,818 $28.6 Million
Q4 2022

Feb 13, 2023

BUY
$25.7 - $31.02 $2.94 Million - $3.54 Million
114,219 Added 14.41%
906,625 $26.9 Million
Q3 2022

Nov 10, 2022

BUY
$25.67 - $30.93 $2 Million - $2.41 Million
77,850 Added 10.89%
792,406 $20.4 Million
Q2 2022

Aug 01, 2022

BUY
$28.57 - $34.74 $6.56 Million - $7.98 Million
229,601 Added 47.34%
714,556 $20.6 Million
Q1 2022

Apr 11, 2022

SELL
$31.42 - $36.91 $4.98 Million - $5.85 Million
-158,611 Reduced 24.65%
484,955 $17.1 Million
Q4 2021

Jan 18, 2022

BUY
$35.28 - $37.98 $1.32 Million - $1.42 Million
37,511 Added 6.19%
643,566 $23.5 Million
Q3 2021

Oct 13, 2021

BUY
$35.68 - $38.17 $1.28 Million - $1.37 Million
36,005 Added 6.32%
606,055 $21.9 Million
Q2 2021

Jul 15, 2021

BUY
$35.87 - $38.34 $2.69 Million - $2.88 Million
75,074 Added 15.17%
570,050 $21 Million
Q1 2021

Apr 14, 2021

BUY
$33.6 - $35.9 $2.29 Million - $2.44 Million
68,065 Added 15.94%
494,976 $17.7 Million
Q4 2020

Jan 14, 2021

BUY
$28.3 - $34.03 $1.15 Million - $1.38 Million
40,509 Added 10.48%
426,911 $14.4 Million
Q3 2020

Oct 13, 2020

BUY
$27.73 - $30.19 $397,065 - $432,290
14,319 Added 3.85%
386,402 $11.3 Million
Q2 2020

Jul 09, 2020

BUY
$22.87 - $29.3 $1.66 Million - $2.13 Million
72,656 Added 24.27%
372,083 $10.3 Million
Q4 2019

Feb 14, 2020

BUY
$28.52 - $31.66 $8.54 Million - $9.48 Million
299,427 New
299,427 $9.38 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 N.E.W. Advisory Services LLC Portfolio

Follow N.E.W. Advisory Services 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 N.E.W. Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on N.E.W. Advisory Services LLC with notifications on news.