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

Simplicity Wealth,Llc

  • $461 Million
  • Q4 2024

A detailed history of Simplicity Wealth,Llc transactions in Spdr Ser Tr Spdr Portfolio Int stock. As of the latest transaction made, Simplicity Wealth,Llc holds 10,886 shares of SPTI stock, worth $305,243. This represents 0.07% of its overall portfolio holdings.

Number of Shares
10,886
Previous 32,550 66.56%
Holding current value
$305,243
Previous $945,000 67.94%
% of portfolio
0.07%
Previous 0.09%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
SELL
$27.8 - $29.05 $602,259 - $629,339
-21,664 Reduced 66.56%
10,886 $303,000
Q3 2024

Oct 09, 2024
SELL
$27.8 - $29.26 $199,465 - $209,940
-7,175 Reduced 18.06%
32,550 $945,000
Q2 2024

Jul 10, 2024
BUY
$27.5 - $28.16 $366,905 - $375,710
13,342 Added 50.57%
39,725 $1.11 Million
Q1 2024

Apr 24, 2024
BUY
$27.94 - $28.64 $331,731 - $340,042
11,873 Added 81.83%
26,383 $743,000
Q4 2023

Jan 29, 2024
BUY
$27.05 - $28.64 $56,182 - $59,485
2,077 Added 16.71%
14,510 $414,000
Q3 2023

Oct 19, 2023
BUY
$27.44 - $28.48 $31,638 - $32,837
1,153 Added 10.22%
12,433 $342,000
Q2 2023

Jul 26, 2023
BUY
$28.28 - $29.26 $318,998 - $330,052
11,280 New
11,280 $319,000

Others Institutions Holding SPTI

# of Institutions
373
Shares Held
227M
Call Options Held
0
Put Options Held
200
View Full List

About SPDR SER TR SPDR PORTFOLIO INT

SPTI Quotes by TradingView
  • Ticker SPTI
  • Sector ETFs
  • Industry ETFs
More about SPTI
Track This Portfolio

Track Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,Llc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email