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 $5.95 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

162,490

Previous 171,280 5.13%

Holding current value

$5.95 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

1,036

Shares Held

536M

Call Options Held

2.4K

Put Options Held

2.1K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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