Seaside Wealth Management, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Seaside Wealth Management, Inc.

$273 Million
Q4 2024

A detailed history of Seaside Wealth Management, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 27,214 shares of SPDW stock, worth $1 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

27,214

Previous 26,931 1.05%

Holding current value

$1 Million

Previous $1.01 Million 8.21%

% of portfolio

0.34%

Previous 0.38%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$34.13 - $37.35 $9,658 - $10,570	283 Added 1.05%	27,214 $928,000
Q2 2024 Aug 07, 2024	BUY	$34.2 - $36.64 $12,038 - $12,897	352 Added 1.32%	26,931 $944,000
Q4 2023 Jan 23, 2024	SELL	$29.46 - $34.07 $60,216 - $69,639	-2,044 Reduced 7.14%	26,579 $903,000
Q3 2023 Oct 13, 2023	SELL	$30.88 - $33.58 $6,731 - $7,320	-218 Reduced 0.76%	28,623 $887,000
Q2 2023 Jul 17, 2023	BUY	$31.7 - $33.66 $11,253 - $11,949	355 Added 1.25%	28,841 $938,000
Q4 2022 Feb 09, 2023	BUY	$25.7 - $31.02 $35,774 - $43,179	1,392 Added 5.14%	28,486 $845,000
Q3 2022 Nov 09, 2022	SELL	$25.67 - $30.93 $55,652 - $67,056	-2,168 Reduced 7.41%	27,094 $740,000
Q2 2022 Aug 30, 2022	BUY	$28.57 - $34.74 $836,015 - $1.02 Million	29,262 New	29,262 $890,000

Others Institutions Holding SPDW

# of Institutions

1,021

Shares Held

529M

Call Options Held

500

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Seaside Wealth Management, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History