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

Pensionmark Financial Group, LLC

$3.54 Billion
Q4 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 39,816 shares of SPDW stock, worth $1.46 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

39,816

Previous 39,340 1.21%

Holding current value

$1.46 Million

Previous $1.48 Million 8.06%

% of portfolio

0.04%

Previous 0.05%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$34.13 - $37.35 $16,245 - $17,778	476 Added 1.21%	39,816 $1.36 Million
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

1,033

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