Schechter Investment Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Schechter Investment Advisors, LLC

  • $853 Million
  • Q1 2025

A detailed history of Schechter Investment Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 60,067 shares of SPDW stock, worth $2.39 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
60,067
Previous 72,547 17.2%
Holding current value
$2.39 Million
Previous $2.48 Million 11.67%
% of portfolio
0.26%
Previous 0.26%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
SELL
$33.84 - $37.77 $422,323 - $471,369
-12,480 Reduced 17.2%
60,067 $2.19 Million
Q4 2024

Feb 06, 2025
BUY
$34.13 - $37.35 $273 - $298
8 Added 0.01%
72,547 $2.48 Million
Q2 2024

Aug 12, 2024
BUY
$34.2 - $36.64 $307 - $329
9 Added 0.01%
72,539 $2.54 Million
Q1 2024

May 06, 2024
BUY
$32.85 - $35.9 $2.38 Million - $2.6 Million
72,530 New
72,530 $2.6 Million

Others Institutions Holding SPDW

# of Institutions
1,088
Shares Held
550M
Call Options Held
3.1K
Put Options Held
441
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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