Sanchez Wealth Management Group Spdr Ser Tr Fds Spdr Portfolio Transaction History

Sanchez Wealth Management Group

  • $309 Million
  • Q3 2024

A detailed history of Sanchez Wealth Management Group transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Sanchez Wealth Management Group holds 252,098 shares of SPDW stock, worth $9 Million. This represents 3.06% of its overall portfolio holdings.

Number of Shares
252,098
Previous 297,194 15.17%
Holding current value
$9 Million
Previous $10.4 Million 9.18%
% of portfolio
3.06%
Previous 3.58%

Shares

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

Nov 05, 2024
SELL
$33.74 - $37.96 $1.52 Million - $1.71 Million
-45,096 Reduced 15.17%
252,098 $9.47 Million
Q2 2024

Jul 17, 2024
BUY
$34.2 - $36.64 $2.78 Million - $2.97 Million
81,143 Added 37.56%
297,194 $10.4 Million
Q1 2024

May 07, 2024
BUY
$32.85 - $35.9 $269,829 - $294,882
8,214 Added 3.95%
216,051 $7.74 Million
Q4 2023

Jan 16, 2024
BUY
$29.46 - $34.07 $6.12 Million - $7.08 Million
207,837 New
207,837 $7.07 Million

Others Institutions Holding SPDW

# of Institutions
940
Shares Held
483M
Call Options Held
4.4K
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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