Sowell Financial Services LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Sowell Financial Services LLC

  • $2.1 Billion
  • Q3 2024

A detailed history of Sowell Financial Services LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Sowell Financial Services LLC holds 14,968 shares of SPDW stock, worth $534,357. This represents 0.03% of its overall portfolio holdings.

Number of Shares
14,968
Previous 15,434 3.02%
Holding current value
$534,357
Previous $541,000 3.88%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 04, 2024
SELL
$33.74 - $37.96 $15,722 - $17,689
-466 Reduced 3.02%
14,968 $562,000
Q2 2024

Aug 13, 2024
BUY
$34.2 - $36.64 $13,132 - $14,069
384 Added 2.55%
15,434 $541,000
Q1 2024

May 03, 2024
BUY
$32.85 - $35.9 $40,865 - $44,659
1,244 Added 9.01%
15,050 $539,000
Q4 2023

Jan 24, 2024
BUY
$29.46 - $34.07 $406,724 - $470,370
13,806 New
13,806 $469,000
Q1 2023

May 12, 2023
BUY
$29.83 - $32.71 $1.21 Million - $1.32 Million
40,475 New
40,475 $1.3 Million
Q2 2022

Aug 15, 2022
BUY
$28.57 - $34.74 $3.85 Million - $4.68 Million
134,618 New
134,618 $6.62 Million
Q1 2022

May 13, 2022
SELL
$31.42 - $36.91 $950,863 - $1.12 Million
-30,263 Closed
0 $0
Q4 2021

Feb 09, 2022
SELL
$35.28 - $37.98 $25,966 - $27,953
-736 Reduced 2.37%
30,263 $1.1 Million
Q3 2021

Nov 04, 2021
BUY
$35.68 - $38.17 $15,841 - $16,947
444 Added 1.45%
30,999 $1.12 Million
Q2 2021

Aug 05, 2021
SELL
$35.87 - $38.34 $216,941 - $231,880
-6,048 Reduced 16.52%
30,555 $1.12 Million
Q1 2021

May 07, 2021
SELL
$33.6 - $35.9 $18,513 - $19,780
-551 Reduced 1.48%
36,603 $1.36 Million
Q4 2020

Jan 13, 2021
BUY
$28.3 - $34.03 $116,114 - $139,625
4,103 Added 12.41%
37,154 $1.25 Million
Q3 2020

Nov 12, 2020
BUY
$27.73 - $30.19 $113,304 - $123,356
4,086 Added 14.11%
33,051 $967,000
Q2 2020

Aug 13, 2020
SELL
$22.87 - $29.3 $39,427 - $50,513
-1,724 Reduced 5.62%
28,965 $800,000
Q1 2020

May 12, 2020
BUY
$20.71 - $31.78 $191,174 - $293,361
9,231 Added 43.02%
30,689 $735,000
Q4 2019

Feb 07, 2020
SELL
$28.52 - $31.66 $35,421 - $39,321
-1,242 Reduced 5.47%
21,458 $0
Q3 2019

Nov 14, 2019
BUY
$29.1 - $29.66 $281,571 - $286,990
9,676 Added 74.29%
22,700 $666,000
Q1 2019

May 15, 2019
SELL
N/A
-1,837 Reduced 12.36%
13,024 $0
Q4 2018

Mar 05, 2019
BUY
N/A
14,861 New
14,861 $393,000

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
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More about SPDW
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