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 26,931 shares of SPDW stock, worth $962,783. This represents 0.38% of its overall portfolio holdings.

Number of Shares
26,931
Previous 26,931 -0.0%
Holding current value
$962,783
Previous $944,000 7.1%
% of portfolio
0.38%
Previous 0.39%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SPDR SER TR FDS SPDR PORTFOLIO


  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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