Outlook Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Outlook Wealth Advisors, LLC

$288 Million
Q3 2024

A detailed history of Outlook Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 36,203 shares of SPDW stock, worth $1.25 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

36,203

Previous 62,933 42.47%

Holding current value

$1.25 Million

Previous $2.21 Million 38.42%

% of portfolio

0.47%

Previous 0.8%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$33.74 - $37.96 $901,870 - $1.01 Million	-26,730 Reduced 42.47%	36,203 $1.36 Million
Q2 2024 Jul 18, 2024	BUY	$34.2 - $36.64 $800,656 - $857,779	23,411 Added 59.24%	62,933 $2.21 Million
Q1 2024 Apr 22, 2024	SELL	$32.85 - $35.9 $116,387 - $127,193	-3,543 Reduced 8.23%	39,522 $1.42 Million
Q4 2023 Jan 29, 2024	SELL	$29.46 - $34.07 $48,697 - $56,317	-1,653 Reduced 3.7%	43,065 $1.46 Million
Q3 2023 Oct 10, 2023	SELL	$30.88 - $33.58 $35,789 - $38,919	-1,159 Reduced 2.53%	44,718 $1.39 Million
Q2 2023 Jul 10, 2023	SELL	$31.7 - $33.66 $477,592 - $507,121	-15,066 Reduced 24.72%	45,877 $1.49 Million
Q1 2023 Apr 18, 2023	BUY	$29.83 - $32.71 $1.82 Million - $1.99 Million	60,943 New	60,943 $1.96 Million
Q1 2019 May 06, 2019	SELL	N/A	-31,406 Closed	0 $0
Q4 2018 Feb 13, 2019	BUY	N/A	31,406 New	31,406 $8.31 Million

Others Institutions Holding SPDW

# of Institutions

956

Shares Held

487M

Call Options Held

500

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Industry ETFs

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Outlook Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History