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

Partnership Wealth Management, LLC

  • $120 Billion
  • Q4 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 174,549 shares of SPDW stock, worth $6.25 Million. This represents 4.96% of its overall portfolio holdings.

Number of Shares
174,549
Previous 137,318 27.11%
Holding current value
$6.25 Million
Previous $5.16 Billion 15.51%
% of portfolio
4.96%
Previous 3.64%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 08, 2025
BUY
$34.13 - $37.35 $1.27 Million - $1.39 Million
37,231 Added 27.11%
174,549 $5.96 Billion
Q3 2024

Oct 08, 2024
BUY
$33.74 - $37.96 $3.89 Million - $4.38 Million
115,340 Added 524.8%
137,318 $5.16 Billion
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
979
Shares Held
502M
Call Options Held
500
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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