Resurgent Financial Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Resurgent Financial Advisors LLC

  • $163 Million
  • Q2 2024

A detailed history of Resurgent Financial Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 14,439 shares of SPDW stock, worth $536,553. This represents 0.31% of its overall portfolio holdings.

Number of Shares
14,439
Previous 14,971 3.55%
Holding current value
$536,553
Previous $536,000 5.6%
% of portfolio
0.31%
Previous 0.28%

Shares

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

Aug 14, 2024
SELL
$34.2 - $36.64 $18,194 - $19,492
-532 Reduced 3.55%
14,439 $506,000
Q1 2024

May 10, 2024
SELL
$32.85 - $35.9 $95,429 - $104,289
-2,905 Reduced 16.25%
14,971 $536,000
Q4 2023

Feb 09, 2024
SELL
$29.46 - $34.07 $4,919 - $5,689
-167 Reduced 0.93%
17,876 $607,000
Q3 2023

Nov 13, 2023
BUY
$30.88 - $33.58 $22,542 - $24,513
730 Added 4.22%
18,043 $559,000
Q2 2023

Aug 14, 2023
BUY
$31.7 - $33.66 $13,567 - $14,406
428 Added 2.53%
17,313 $563,000
Q1 2023

May 15, 2023
SELL
$29.83 - $32.71 $25,087 - $27,509
-841 Reduced 4.74%
16,885 $542,000
Q4 2022

Feb 14, 2023
SELL
$25.7 - $31.02 $124,156 - $149,857
-4,831 Reduced 21.42%
17,726 $526,000
Q3 2022

Nov 14, 2022
SELL
$25.67 - $30.93 $821 - $989
-32 Reduced 0.14%
22,557 $582,000
Q2 2022

Aug 15, 2022
BUY
$28.57 - $34.74 $93,738 - $113,981
3,281 Added 16.99%
22,589 $651,000
Q1 2022

May 16, 2022
BUY
$31.42 - $36.91 $8,609 - $10,113
274 Added 1.44%
19,308 $662,000
Q4 2021

May 16, 2022
BUY
$35.28 - $37.98 $671,519 - $722,911
19,034 New
19,034 $694,000

Others Institutions Holding SPDW

# of Institutions
934
Shares Held
484M
Call Options Held
4.4K
Put Options Held
700
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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