A detailed history of Pcg Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 51,919 shares of SPDW stock, worth $1.86 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
51,919
Previous 51,240 1.33%
Holding current value
$1.86 Million
Previous $1.8 Million 8.51%
% of portfolio
0.79%
Previous 0.81%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$33.74 - $37.96 $22,909 - $25,774
679 Added 1.33%
51,919 $1.95 Million
Q2 2024

Jul 15, 2024

BUY
$34.2 - $36.64 $50,308 - $53,897
1,471 Added 2.96%
51,240 $1.8 Million
Q1 2024

Apr 19, 2024

SELL
$32.85 - $35.9 $16,523 - $18,057
-503 Reduced 1.0%
49,769 $1.78 Million
Q4 2023

Jan 29, 2024

SELL
$29.46 - $34.07 $2,032 - $2,350
-69 Reduced 0.14%
50,272 $1.71 Million
Q3 2023

Oct 19, 2023

BUY
$30.88 - $33.58 $18,373 - $19,980
595 Added 1.2%
50,341 $1.56 Million
Q2 2023

Jul 20, 2023

SELL
$31.7 - $33.66 $334,498 - $355,180
-10,552 Reduced 17.5%
49,746 $1.62 Million
Q1 2023

May 08, 2023

SELL
$29.83 - $32.71 $35,259 - $38,663
-1,182 Reduced 1.92%
60,298 $1.94 Million
Q4 2022

Feb 13, 2023

SELL
$25.7 - $31.02 $1.62 Million - $1.96 Million
-63,190 Reduced 50.69%
61,480 $1.83 Million
Q3 2022

Oct 12, 2022

BUY
$25.67 - $30.93 $1.6 Million - $1.92 Million
62,189 Added 99.53%
124,670 $3.22 Million
Q2 2022

Jul 13, 2022

BUY
$28.57 - $34.74 $16,427 - $19,975
575 Added 0.93%
62,481 $1.8 Million
Q1 2022

Apr 22, 2022

BUY
$31.42 - $36.91 $395,797 - $464,955
12,597 Added 25.55%
61,906 $2.12 Million
Q4 2021

Feb 10, 2022

BUY
$35.28 - $37.98 $1.74 Million - $1.87 Million
49,309 New
49,309 $1.8 Million

Others Institutions Holding SPDW

About SPDR SER TR FDS SPDR PORTFOLIO


  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
Track This Portfolio

Track Pcg Wealth Advisors, LLC Portfolio

Follow Pcg Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pcg Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

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