A detailed history of Pinnacle Family Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 11,848 shares of SPDW stock, worth $423,684. This represents 0.26% of its overall portfolio holdings.

Number of Shares
11,848
Previous 12,641 6.27%
Holding current value
$423,684
Previous $453,000 8.39%
% of portfolio
0.26%
Previous 0.27%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$34.2 - $36.64 $27,120 - $29,055
-793 Reduced 6.27%
11,848 $415,000
Q1 2024

May 15, 2024

BUY
$32.85 - $35.9 $394 - $430
12 Added 0.1%
12,641 $453,000
Q4 2023

Feb 14, 2024

SELL
$29.46 - $34.07 $3,505 - $4,054
-119 Reduced 0.93%
12,629 $429,000
Q3 2023

Nov 14, 2023

SELL
$30.88 - $33.58 $3,458 - $3,760
-112 Reduced 0.87%
12,748 $395,000
Q2 2023

Aug 14, 2023

SELL
$31.7 - $33.66 $16,167 - $17,166
-510 Reduced 3.81%
12,860 $418,000
Q1 2023

May 15, 2023

SELL
$29.83 - $32.71 $16,764 - $18,383
-562 Reduced 4.03%
13,370 $429,000
Q4 2022

Feb 10, 2023

SELL
$25.7 - $31.02 $5,345 - $6,452
-208 Reduced 1.47%
13,932 $413,000
Q3 2022

Nov 14, 2022

SELL
$25.67 - $30.93 $10,755 - $12,959
-419 Reduced 2.88%
14,140 $365,000
Q2 2022

Aug 15, 2022

SELL
$28.57 - $34.74 $404,551 - $491,918
-14,160 Reduced 49.31%
14,559 $420,000
Q1 2022

May 16, 2022

SELL
$31.42 - $36.91 $17,815 - $20,927
-567 Reduced 1.94%
28,719 $984,000
Q4 2021

Feb 14, 2022

BUY
$35.28 - $37.98 $408,295 - $439,542
11,573 Added 65.34%
29,286 $1.07 Million
Q3 2021

Nov 12, 2021

BUY
$35.68 - $38.17 $163,343 - $174,742
4,578 Added 34.85%
17,713 $641,000
Q2 2021

Aug 16, 2021

SELL
$35.87 - $38.34 $23,530 - $25,151
-656 Reduced 4.76%
13,135 $483,000
Q1 2021

May 14, 2021

SELL
$33.6 - $35.9 $28,761 - $30,730
-856 Reduced 5.84%
13,791 $488,000
Q4 2020

Feb 16, 2021

BUY
$28.3 - $34.03 $414,510 - $498,437
14,647 New
14,647 $494,000

Others Institutions Holding SPDW

About SPDR SER TR FDS SPDR PORTFOLIO


  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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