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 $8.89 Million. This represents 3.06% of its overall portfolio holdings.

Number of Shares

252,098

Previous 297,194 15.17%

Holding current value

$8.89 Million

Previous $10.4 Million 9.18%

% of portfolio

3.06%

Previous 3.58%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

953

Shares Held

487M

Call Options Held

500

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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