Partnership Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Partnership Wealth Management, LLC

  • $135 Billion
  • Q2 2024

A detailed history of Partnership Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Partnership Wealth Management, LLC holds 21,978 shares of SPDW stock, worth $804,175. This represents 0.57% of its overall portfolio holdings.

Number of Shares
21,978
Previous 19,746 11.3%
Holding current value
$804,175
Previous $708 Million 8.94%
% of portfolio
0.57%
Previous 0.5%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 03, 2024
BUY
$34.2 - $36.64 $76,334 - $81,780
2,232 Added 11.3%
21,978 $771 Million
Q1 2024

Apr 10, 2024
BUY
$32.85 - $35.9 $39,222 - $42,864
1,194 Added 6.44%
19,746 $708 Million
Q4 2023

Feb 07, 2024
BUY
$29.46 - $34.07 $546,541 - $632,066
18,552 New
18,552 $625 Million

Others Institutions Holding SPDW

# of Institutions
932
Shares Held
484M
Call Options Held
4.4K
Put Options Held
700
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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