Schneider Downs Wealth Management Advisors, LP Spdr Ser Tr Fds Spdr Portfolio Transaction History

Schneider Downs Wealth Management Advisors, LP

  • $439 Million
  • Q2 2024

A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 1,311,081 shares of SPDW stock, worth $48.7 Million. This represents 10.47% of its overall portfolio holdings.

Number of Shares
1,311,081
Previous 1,277,260 2.65%
Holding current value
$48.7 Million
Previous $45.8 Million 0.47%
% of portfolio
10.47%
Previous 10.68%

Shares

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

Aug 07, 2024
BUY
$34.2 - $36.64 $1.16 Million - $1.24 Million
33,821 Added 2.65%
1,311,081 $46 Million
Q1 2024

May 08, 2024
BUY
$32.85 - $35.9 $3.45 Million - $3.77 Million
104,918 Added 8.95%
1,277,260 $45.8 Million
Q4 2023

Feb 09, 2024
BUY
$29.46 - $34.07 $4.49 Million - $5.19 Million
152,269 Added 14.93%
1,172,342 $39.9 Million
Q3 2023

Nov 06, 2023
BUY
$30.88 - $33.58 $6.17 Million - $6.71 Million
199,924 Added 24.38%
1,020,073 $31.6 Million
Q2 2023

Jul 31, 2023
BUY
$31.7 - $33.66 $5.27 Million - $5.59 Million
166,196 Added 25.41%
820,149 $26.7 Million
Q1 2023

May 04, 2023
BUY
$29.83 - $32.71 $1.35 Million - $1.48 Million
45,157 Added 7.42%
653,953 $21 Million
Q4 2022

Feb 01, 2023
BUY
$25.7 - $31.02 $8.45 Million - $10.2 Million
328,961 Added 117.56%
608,796 $18.1 Million
Q3 2022

Oct 26, 2022
SELL
$25.67 - $30.93 $1.19 Million - $1.43 Million
-46,281 Reduced 14.19%
279,835 $7.22 Million
Q2 2022

Jul 13, 2022
BUY
$28.57 - $34.74 $3.51 Million - $4.27 Million
122,821 Added 60.42%
326,116 $9.41 Million
Q1 2022

May 02, 2022
BUY
$31.42 - $36.91 $977,727 - $1.15 Million
31,118 Added 18.07%
203,295 $6.97 Million
Q4 2021

Jan 31, 2022
BUY
$35.28 - $37.98 $632,429 - $680,829
17,926 Added 11.62%
172,177 $6.28 Million
Q3 2021

Oct 14, 2021
BUY
$35.68 - $38.17 $178,221 - $190,659
4,995 Added 3.35%
154,251 $5.59 Million
Q2 2021

Jul 20, 2021
BUY
$35.87 - $38.34 $297,398 - $317,876
8,291 Added 5.88%
149,256 $5.49 Million
Q1 2021

Apr 26, 2021
BUY
$33.6 - $35.9 $179,524 - $191,813
5,343 Added 3.94%
140,965 $4.99 Million
Q4 2020

Jan 21, 2021
BUY
$28.3 - $34.03 $5,971 - $7,180
211 Added 0.16%
135,622 $4.58 Million
Q3 2020

Oct 14, 2020
SELL
$27.73 - $30.19 $416,615 - $453,574
-15,024 Reduced 9.99%
135,411 $3.96 Million
Q2 2020

Jul 15, 2020
SELL
$22.87 - $29.3 $14.7 Million - $18.8 Million
-642,846 Reduced 81.04%
150,435 $4.16 Million
Q1 2020

Apr 21, 2020
BUY
$20.71 - $31.78 $16.4 Million - $25.2 Million
793,281 New
793,281 $19 Million

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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