Sfg Wealth Management, Llc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Sfg Wealth Management, Llc.

  • $163 Million
  • Q1 2024

A detailed history of Sfg Wealth Management, Llc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 8,839 shares of SPDW stock, worth $317,054. This represents 0.19% of its overall portfolio holdings.

Number of Shares
8,839
Previous 10,490 15.74%
Holding current value
$317,054
Previous $356,000 11.24%
% of portfolio
0.19%
Previous 0.24%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024
SELL
$32.85 - $35.9 $54,235 - $59,270
-1,651 Reduced 15.74%
8,839 $316,000
Q4 2023

Jan 19, 2024
SELL
$29.46 - $34.07 $12,225 - $14,139
-415 Reduced 3.81%
10,490 $356,000
Q3 2023

Oct 19, 2023
SELL
$30.88 - $33.58 $102,212 - $111,149
-3,310 Reduced 23.29%
10,905 $338,000
Q2 2023

Jul 14, 2023
SELL
$31.7 - $33.66 $48,057 - $51,028
-1,516 Reduced 9.64%
14,215 $462,000
Q1 2023

Apr 11, 2023
SELL
$29.83 - $32.71 $125,166 - $137,251
-4,196 Reduced 21.06%
15,731 $505,000
Q4 2022

Jan 31, 2023
SELL
$27.34 - $31.02 $2.29 Million - $2.6 Million
-83,696 Reduced 80.77%
19,927 $591,000
Q3 2022

Oct 12, 2022
BUY
N/A
4,851 Added 4.91%
103,623 $2.67 Million
Q2 2022

Jul 13, 2022
BUY
N/A
12,253 Added 14.16%
98,772 $2.85 Million
Q1 2022

Apr 22, 2022
BUY
N/A
44,763 Added 107.2%
86,519 $2.97 Million
Q4 2021

Feb 14, 2022
BUY
N/A
41,756 New
41,756 $1.52 Million

Others Institutions Holding SPDW

# of Institutions
898
Shares Held
469M
Call Options Held
4.1K
Put Options Held
200
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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