Sky Oak Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Sky Oak Wealth, LLC

  • $417 Million
  • Q1 2024

A detailed history of Sky Oak Wealth, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 79,268 shares of SPDW stock, worth $2.78 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
79,268
Previous 75,513 4.97%
Holding current value
$2.78 Million
Previous $2.57 Million 10.59%
% of portfolio
0.68%
Previous 0.67%

Shares

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

Apr 29, 2024
BUY
$32.85 - $35.9 $123,351 - $134,804
3,755 Added 4.97%
79,268 $2.84 Million
Q4 2023

Jan 12, 2024
BUY
$29.46 - $34.07 $51,849 - $59,963
1,760 Added 2.39%
75,513 $2.57 Million
Q3 2023

Oct 24, 2023
BUY
$30.88 - $33.58 $11,827 - $12,861
383 Added 0.52%
73,753 $2.29 Million
Q2 2023

Jul 20, 2023
BUY
$31.7 - $33.66 $138,180 - $146,723
4,359 Added 6.32%
73,370 $2.39 Million
Q1 2023

May 02, 2023
SELL
$29.83 - $32.71 $6,831 - $7,490
-229 Reduced 0.33%
69,011 $2.22 Million
Q4 2022

Jan 26, 2023
BUY
$27.34 - $31.02 $382,404 - $433,876
13,987 Added 25.31%
69,240 $0
Q3 2022

Oct 25, 2022
SELL
N/A
-19,798 Reduced 26.38%
55,253 $1.43 Million
Q2 2022

Jul 26, 2022
SELL
N/A
-8,835 Reduced 10.53%
75,051 $2.16 Million
Q1 2022

Apr 18, 2022
SELL
N/A
-871 Reduced 1.03%
83,886 $2.88 Million
Q4 2021

Jan 24, 2022
BUY
N/A
4,218 Added 5.24%
84,757 $3.09 Million
Q3 2021

Oct 21, 2021
BUY
N/A
782 Added 0.98%
80,539 $2.92 Million
Q2 2021

Jul 19, 2021
BUY
N/A
52 Added 0.07%
79,757 $2.93 Million
Q1 2021

Apr 29, 2021
SELL
N/A
-20,486 Reduced 20.45%
79,705 $2.94 Million
Q4 2020

Feb 02, 2021
SELL
N/A
-3,118 Reduced 3.02%
100,191 $3.38 Million
Q3 2020

Nov 03, 2020
BUY
N/A
555 Added 0.54%
103,309 $3.02 Million
Q2 2020

Aug 10, 2020
SELL
N/A
-6,642 Reduced 6.07%
102,754 $2.84 Million
Q1 2020

May 04, 2020
SELL
N/A
-9,645 Reduced 8.1%
109,396 $2.62 Million
Q4 2019

Feb 04, 2020
BUY
N/A
119,041 New
119,041 $3.73 Million

Others Institutions Holding SPDW

# of Institutions
898
Shares Held
468M
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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