New Edge Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

New Edge Wealth, LLC

  • $5.35 Billion
  • Q1 2025

A detailed history of New Edge Wealth, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, New Edge Wealth, LLC holds 51,833 shares of SPDW stock, worth $2.06 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
51,833
Previous 57,979 10.6%
Holding current value
$2.06 Million
Previous $1.98 Million 4.6%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$33.84 - $37.77 $207,980 - $232,134
-6,146 Reduced 10.6%
51,833 $1.89 Million
Q4 2024

Feb 04, 2025
BUY
$34.13 - $37.35 $68,430 - $74,886
2,005 Added 3.58%
57,979 $1.98 Million
Q3 2024

Nov 12, 2024
BUY
$33.74 - $37.96 $1.89 Million - $2.12 Million
55,974 New
55,974 $2.1 Million

Others Institutions Holding SPDW

# of Institutions
1,087
Shares Held
550M
Call Options Held
3.1K
Put Options Held
441
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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