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

Outlook Wealth Advisors, LLC

$289 Million
Q4 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 37,990 shares of SPDW stock, worth $1.35 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

37,990

Previous 36,203 4.94%

Holding current value

$1.35 Million

Previous $1.36 Million 4.64%

% of portfolio

0.45%

Previous 0.47%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$34.13 - $37.35 $60,990 - $66,744	1,787 Added 4.94%	37,990 $1.3 Million
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

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 Outlook Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Outlook Wealth Advisors, LLC with notifications on news.

Account

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