Nelson, Van Denburg & Campbell Wealth Management Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.63 Billion
Q4 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 162,490 shares of SPDW stock, worth $5.73 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

162,490

Previous 171,280 5.13%

Holding current value

$5.73 Million

Previous $6.43 Million 13.8%

% of portfolio

0.21%

Previous 0.27%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$34.13 - $37.35 $300,002 - $328,306	-8,790 Reduced 5.13%	162,490 $5.55 Million
Q3 2024 Nov 08, 2024	BUY	$33.74 - $37.96 $102,400 - $115,208	3,035 Added 1.8%	171,280 $6.43 Million
Q2 2024 Aug 13, 2024	BUY	$34.2 - $36.64 $4.32 Million - $4.63 Million	126,400 Added 302.07%	168,245 $5.9 Million
Q1 2024 Apr 30, 2024	BUY	$32.85 - $35.9 $299,920 - $327,767	9,130 Added 27.91%	41,845 $1.5 Million
Q4 2023 Jan 30, 2024	BUY	$29.46 - $34.07 $32,641 - $37,749	1,108 Added 3.51%	32,715 $1.11 Million
Q3 2023 Oct 17, 2023	BUY	$30.88 - $33.58 $3,242 - $3,525	105 Added 0.33%	31,607 $980,000
Q2 2023 Jul 19, 2023	BUY	$31.7 - $33.66 $1,648 - $1,750	52 Added 0.17%	31,502 $1.03 Million
Q1 2023 May 10, 2023	SELL	$29.83 - $32.71 $835 - $915	-28 Reduced 0.09%	31,450 $1.01 Million
Q4 2022 Feb 14, 2023	SELL	$25.7 - $31.02 $27,601 - $33,315	-1,074 Reduced 3.3%	31,478 $934,000
Q3 2022 Oct 26, 2022	BUY	$25.67 - $30.93 $591,051 - $712,163	23,025 Added 241.68%	32,552 $839,000
Q2 2022 Aug 10, 2022	BUY	$28.57 - $34.74 $542 - $660	19 Added 0.2%	9,527 $274,000
Q1 2022 May 13, 2022	SELL	$31.42 - $36.91 $15,678 - $18,418	-499 Reduced 4.99%	9,508 $325,000
Q4 2021 Feb 14, 2022	SELL	$35.28 - $37.98 $24,343 - $26,206	-690 Reduced 6.45%	10,007 $365,000
Q3 2021 Nov 02, 2021	SELL	$35.68 - $38.17 $535,592 - $572,969	-15,011 Reduced 58.39%	10,697 $387,000
Q2 2021 Jul 27, 2021	SELL	$35.87 - $38.34 $64,171 - $68,590	-1,789 Reduced 6.51%	25,708 $945,000
Q1 2021 May 11, 2021	BUY	$33.6 - $35.9 $539,011 - $575,907	16,042 Added 140.04%	27,497 $972,000
Q4 2020 Feb 09, 2021	SELL	$28.3 - $34.03 $58,524 - $70,374	-2,068 Reduced 15.29%	11,455 $386,000
Q3 2020 Oct 20, 2020	SELL	$27.73 - $30.19 $60,645 - $66,025	-2,187 Reduced 13.92%	13,523 $395,000
Q2 2020 Jul 02, 2020	SELL	$22.87 - $29.3 $60,811 - $77,908	-2,659 Reduced 14.48%	15,710 $0
Q1 2020 Apr 01, 2020	BUY	$20.71 - $31.78 $58,050 - $89,079	2,803 Added 18.01%	18,369 $0
Q4 2019 Feb 11, 2020	SELL	$28.52 - $31.66 $87,841 - $97,512	-3,080 Reduced 16.52%	15,566 $0
Q3 2019 Oct 09, 2019	SELL	$29.1 - $29.66 $14,520 - $14,800	-499 Reduced 2.61%	18,646 $0
Q2 2019 Aug 14, 2019	BUY	N/A	282 Added 1.49%	19,145 $567,000
Q1 2019 May 08, 2019	BUY	N/A	3,848 Added 25.63%	18,863 $550,000
Q4 2018 Feb 13, 2019	BUY	N/A	4,646 Added 44.81%	15,015 $397,000
Q3 2018 Nov 14, 2018	BUY	N/A	6,278 Added 153.46%	10,369 $319,000
Q2 2018 Aug 16, 2018	BUY	N/A	1,129 Added 38.12%	4,091 $124,000
Q1 2018 May 15, 2018	BUY	N/A	2,962 New	2,962 $93,000

Others Institutions Holding SPDW

# of Institutions

958

Shares Held

489M

Call Options Held

500

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
Industry ETFs

More about SPDW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Nelson, Van Denburg & Campbell Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nelson, Van Denburg & Campbell Wealth Management Group, LLC with notifications on news.

Account

Nelson, Van Denburg & Campbell Wealth Management Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History