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 $6.38 Million. This represents 4.96% of its overall portfolio holdings.

Number of Shares

174,549

Previous 137,318 27.11%

Holding current value

$6.38 Million

Previous $5.16 Billion 15.51%

% of portfolio

4.96%

Previous 3.64%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,041

Shares Held

536M

Call Options Held

2.4K

Put Options Held

2.1K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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