Pensionmark Financial Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Pensionmark Financial Group, LLC

  • $3.09 Billion
  • Q3 2024

A detailed history of Pensionmark Financial Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 39,340 shares of SPDW stock, worth $1.39 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
39,340
Previous 132,641 70.34%
Holding current value
$1.39 Million
Previous $4.98 Million 70.35%
% of portfolio
0.05%
Previous 0.03%

Shares

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

Nov 25, 2024
SELL
$33.74 - $37.96 $3.15 Million - $3.54 Million
-93,301 Reduced 70.34%
39,340 $1.48 Million
Q3 2024

Nov 14, 2024
BUY
$33.74 - $37.96 $3.3 Million - $3.71 Million
97,715 Added 279.78%
132,641 $4.98 Million
Q2 2024

Aug 14, 2024
BUY
$34.2 - $36.64 $1.19 Million - $1.28 Million
34,926 New
34,926 $1.23 Million
Q4 2023

Feb 14, 2024
BUY
$29.46 - $34.07 $265,493 - $307,038
9,012 New
9,012 $306,000

Others Institutions Holding SPDW

# of Institutions
955
Shares Held
487M
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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