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 $528,071. This represents 0.03% of its overall portfolio holdings.

Number of Shares
14,968
Previous 15,434 3.02%
Holding current value
$528,071
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

About SPDR SER TR FDS SPDR PORTFOLIO


  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
Track This Portfolio

Track Sowell Financial Services LLC Portfolio

Follow Sowell Financial Services 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 Sowell Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sowell Financial Services LLC with notifications on news.