A detailed history of Private Ocean, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Private Ocean, LLC holds 242 shares of SPDW stock, worth $8,341. This represents 0.0% of its overall portfolio holdings.

Number of Shares
242
Previous 252 3.97%
Holding current value
$8,341
Previous $9,000 11.11%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 30, 2024

SELL
$34.2 - $36.64 $342 - $366
-10 Reduced 3.97%
242 $8,000
Q1 2024

Apr 17, 2024

BUY
$32.85 - $35.9 $2,792 - $3,051
85 Added 50.9%
252 $9,000
Q4 2023

Jan 22, 2024

BUY
$29.46 - $34.07 $471 - $545
16 Added 10.6%
167 $5,000
Q3 2023

Oct 23, 2023

SELL
$30.88 - $33.58 $7,565 - $8,227
-245 Reduced 61.87%
151 $4,000
Q2 2023

Jul 21, 2023

BUY
$31.7 - $33.66 $221 - $235
7 Added 1.8%
396 $12,000
Q1 2023

Apr 20, 2023

BUY
$29.83 - $32.71 $11,603 - $12,724
389 New
389 $12,000

Others Institutions Holding SPDW

About SPDR SER TR FDS SPDR PORTFOLIO


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