Olio Financial Planning Spdr Ser Tr Fds Spdr Portfolio Transaction History

Olio Financial Planning

  • $267 Million
  • Q3 2024

A detailed history of Olio Financial Planning transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Olio Financial Planning holds 7,844 shares of SPDW stock, worth $288,031. This represents 0.11% of its overall portfolio holdings.

Number of Shares
7,844
Previous 7,844 -0.0%
Holding current value
$288,031
Previous $275,000 6.91%
% of portfolio
0.11%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 10, 2024
SELL
$29.46 - $34.07 $6,333 - $7,325
-215 Reduced 2.67%
7,844 $266,000
Q3 2023

Oct 19, 2023
BUY
$30.88 - $33.58 $49,562 - $53,895
1,605 Added 24.87%
8,059 $249,000
Q2 2023

Jul 13, 2023
BUY
$31.7 - $33.66 $204,591 - $217,241
6,454 New
6,454 $210,000

Others Institutions Holding SPDW

# of Institutions
936
Shares Held
486M
Call Options Held
4.4K
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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