New England Capital Financial Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

New England Capital Financial Advisors LLC

  • $218 Billion
  • Q2 2025

A detailed history of New England Capital Financial Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, New England Capital Financial Advisors LLC holds 219,751 shares of SPDW stock, worth $9.51 Million. This represents 4.07% of its overall portfolio holdings.

Number of Shares
219,751
Previous 212,729 3.3%
Holding current value
$9.51 Million
Previous $7.75 Billion 14.88%
% of portfolio
4.07%
Previous 3.94%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$32.66 - $40.75 $229,338 - $286,146
7,022 Added 3.3%
219,751 $8.9 Billion
Q1 2025

May 05, 2025
SELL
$33.84 - $37.77 $540,255 - $602,998
-15,965 Reduced 6.98%
212,729 $7.75 Billion
Q4 2024

Feb 03, 2025
BUY
$34.13 - $37.35 $416,863 - $456,192
12,214 Added 5.64%
228,694 $7.81 Billion
Q3 2024

Oct 29, 2024
BUY
$33.74 - $37.96 $124,230 - $139,768
3,682 Added 1.73%
216,480 $8.13 Billion
Q2 2024

Jul 29, 2024
BUY
$34.2 - $36.64 $120,349 - $128,936
3,519 Added 1.68%
212,798 $7.46 Billion
Q1 2024

May 02, 2024
BUY
$32.85 - $35.9 $198,841 - $217,302
6,053 Added 2.98%
209,279 $7.5 Billion
Q4 2023

Feb 01, 2024
BUY
$29.46 - $34.07 $466,263 - $539,225
15,827 Added 8.45%
203,226 $6.91 Billion
Q3 2023

Nov 06, 2023
BUY
$30.88 - $33.58 $239,814 - $260,782
7,766 Added 4.32%
187,399 $5.81 Billion
Q2 2023

Aug 02, 2023
BUY
$31.7 - $33.66 $1 Million - $1.07 Million
31,670 Added 21.4%
179,633 $5.85 Billion
Q1 2023

May 04, 2023
BUY
$29.83 - $32.71 $259,461 - $284,511
8,698 Added 6.25%
147,963 $4.75 Billion
Q4 2022

Feb 03, 2023
BUY
$25.7 - $31.02 $3.58 Million - $4.32 Million
139,265 New
139,265 $4.47 Billion

Others Institutions Holding SPDW

# of Institutions
1,150
Shares Held
577M
Call Options Held
500
Put Options Held
200
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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