Spectrum Planning & Advisory Services Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Spectrum Planning & Advisory Services Inc.

  • $101 Million
  • Q3 2024

A detailed history of Spectrum Planning & Advisory Services Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Spectrum Planning & Advisory Services Inc. holds 16,811 shares of SPDW stock, worth $595,277. This represents 0.63% of its overall portfolio holdings.

Number of Shares
16,811
Previous 17,676 4.89%
Holding current value
$595,277
Previous $620,000 1.77%
% of portfolio
0.63%
Previous 0.61%

Shares

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

Nov 08, 2024
SELL
$33.74 - $37.96 $29,185 - $32,835
-865 Reduced 4.89%
16,811 $631,000
Q2 2024

Jul 18, 2024
BUY
$34.2 - $36.64 $172,333 - $184,628
5,039 Added 39.87%
17,676 $620,000
Q4 2023

Jan 18, 2024
BUY
$29.46 - $34.07 $91,650 - $105,991
3,111 Added 32.66%
12,637 $429,000
Q2 2023

Jul 24, 2023
BUY
$31.7 - $33.66 $301,974 - $320,645
9,526 New
9,526 $309,000

Others Institutions Holding SPDW

# of Institutions
955
Shares Held
487M
Call Options Held
500
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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