Spire Wealth Management Spdr Ser Tr Fds Spdr Portfolio Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

A detailed history of Spire Wealth Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Spire Wealth Management holds 109,215 shares of SPDW stock, worth $3.9 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

109,215

Previous 108,829 0.35%

Holding current value

$3.9 Million

Previous $3.82 Million 7.47%

% of portfolio

0.14%

Previous 0.14%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$33.74 - $37.96 $13,023 - $14,652	386 Added 0.35%	109,215 $4.1 Million
Q2 2024 Jul 31, 2024	SELL	$34.2 - $36.64 $89,501 - $95,886	-2,617 Reduced 2.35%	108,829 $3.82 Million
Q1 2024 Apr 24, 2024	SELL	$32.85 - $35.9 $218,189 - $238,447	-6,642 Reduced 5.62%	111,446 $3.99 Million
Q4 2023 Feb 06, 2024	BUY	$29.46 - $34.07 $110,681 - $128,000	3,757 Added 3.29%	118,088 $4.02 Million
Q3 2023 Nov 08, 2023	BUY	$30.88 - $33.58 $203,838 - $221,661	6,601 Added 6.13%	114,331 $3.55 Million
Q2 2023 Aug 09, 2023	SELL	$31.7 - $33.66 $157,485 - $167,222	-4,968 Reduced 4.41%	107,730 $3.51 Million
Q1 2023 May 09, 2023	BUY	$29.83 - $32.71 $1.74 Million - $1.9 Million	58,218 Added 106.86%	112,698 $3.62 Million
Q4 2022 Feb 03, 2023	BUY	$25.7 - $31.02 $1.36 Million - $1.64 Million	52,988 Added 3551.47%	54,480 $1.62 Million
Q3 2022 Nov 07, 2022	SELL	$25.67 - $30.93 $2.78 Million - $3.35 Million	-108,306 Reduced 98.64%	1,492 $38,000
Q2 2022 Jul 22, 2022	BUY	$28.57 - $34.74 $240,273 - $292,163	8,410 Added 8.29%	109,798 $3.17 Million
Q1 2022 Apr 18, 2022	BUY	$31.42 - $36.91 $498,321 - $585,392	15,860 Added 18.54%	101,388 $3.48 Million
Q4 2021 Jan 14, 2022	BUY	$35.28 - $37.98 $2.5 Million - $2.69 Million	70,879 Added 483.85%	85,528 $3.12 Million
Q2 2021 Jul 26, 2021	SELL	$35.87 - $38.34 $98,032 - $104,783	-2,733 Reduced 15.72%	14,649 $539,000
Q1 2021 May 21, 2021	BUY	$33.6 - $35.9 $584,035 - $624,013	17,382 New	17,382 $271,000

Others Institutions Holding SPDW

# of Institutions

938

Shares Held

484M

Call Options Held

4.4K

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Spire Wealth Management Spdr Ser Tr Fds Spdr Portfolio Transaction History