Simplicity Wealth,Llc Spdr Ser Tr Fds Spdr Portfolio Transaction History

Simplicity Wealth,Llc

  • $1.04 Billion
  • Q3 2024

A detailed history of Simplicity Wealth,Llc transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Simplicity Wealth,Llc holds 202,882 shares of SPDW stock, worth $7.24 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
202,882
Previous 259,585 21.84%
Holding current value
$7.24 Million
Previous $9.11 Million 16.32%
% of portfolio
0.74%
Previous 0.21%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
SELL
$33.74 - $37.96 $1.91 Million - $2.15 Million
-56,703 Reduced 21.84%
202,882 $7.62 Million
Q2 2024

Jul 10, 2024
BUY
$34.2 - $36.64 $683,521 - $732,287
19,986 Added 8.34%
259,585 $9.11 Million
Q1 2024

Apr 24, 2024
BUY
$32.85 - $35.9 $7.2 Million - $7.87 Million
219,096 Added 1068.6%
239,599 $8.59 Million
Q4 2023

Jan 29, 2024
BUY
$29.46 - $34.07 $314,956 - $364,242
10,691 Added 108.96%
20,503 $697,000
Q3 2023

Oct 19, 2023
SELL
$30.88 - $33.58 $178,702 - $194,327
-5,787 Reduced 37.1%
9,812 $304,000
Q2 2023

Jul 26, 2023
BUY
$31.7 - $33.66 $280,354 - $297,689
8,844 Added 130.93%
15,599 $507,000
Q1 2023

Apr 27, 2023
BUY
$29.83 - $32.71 $201,501 - $220,956
6,755 New
6,755 $216,000
Q3 2022

Oct 12, 2022
BUY
$25.67 - $30.93 $102,063 - $122,977
3,976 Added 4.78%
87,183 $2.25 Million
Q2 2022

Jul 19, 2022
SELL
$28.57 - $34.74 $1.23 Million - $1.49 Million
-43,026 Reduced 34.08%
83,207 $2.4 Million
Q1 2022

May 20, 2022
SELL
$31.42 - $36.91 $1.4 Million - $1.65 Million
-44,698 Reduced 26.15%
126,233 $4.33 Million
Q4 2021

Feb 25, 2022
BUY
$35.28 - $37.98 $6.03 Million - $6.49 Million
170,931 New
170,931 $6.24 Million

Others Institutions Holding SPDW

# of Institutions
940
Shares Held
483M
Call Options Held
4.4K
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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