New Perspectives, Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History

New Perspectives, Inc

$186 Million
Q4 2024

A detailed history of New Perspectives, Inc transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, New Perspectives, Inc holds 6,358 shares of SPDW stock, worth $226,535. This represents 0.12% of its overall portfolio holdings.

Number of Shares

6,358

Previous 6,376 0.28%

Holding current value

$226,535

Previous $239,000 9.62%

% of portfolio

0.12%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$34.13 - $37.35 $614 - $672	-18 Reduced 0.28%	6,358 $216,000
Q1 2024 Apr 22, 2024	SELL	$32.85 - $35.9 $61,363 - $67,061	-1,868 Reduced 22.66%	6,376 $228,000
Q4 2022 Jan 24, 2023	BUY	$25.7 - $31.02 $1,207 - $1,457	47 Added 0.57%	8,244 $0
Q3 2022 Jan 24, 2023	BUY	$25.67 - $30.93 $667 - $804	26 Added 0.32%	8,270 $213,000
Q2 2022 Jan 24, 2023	BUY	$28.57 - $34.74 $199 - $243	7 Added 0.08%	8,251 $238 Million
Q1 2022 May 11, 2022	SELL	$31.42 - $36.91 $32,582 - $38,275	-1,037 Reduced 11.23%	8,197 $281,000
Q4 2021 Feb 09, 2022	SELL	$35.28 - $37.98 $51,120 - $55,033	-1,449 Reduced 13.56%	9,234 $337,000
Q2 2021 Apr 07, 2022	BUY	$35.87 - $38.34 $383,199 - $409,586	10,683 New	10,683 $393,000

Others Institutions Holding SPDW

# of Institutions

967

Shares Held

495M

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 New Perspectives, Inc, based on Form 13F filings with the SEC.

News

Stay updated on New Perspectives, Inc with notifications on news.

Account

New Perspectives, Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History