Srs Capital Advisors, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Srs Capital Advisors, Inc.

$1.48 Billion
Q1 2025

A detailed history of Srs Capital Advisors, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 367,934 shares of SPDW stock, worth $15.2 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares

367,934

Previous 501,841 26.68%

Holding current value

$15.2 Million

Previous $17.1 Million 21.78%

% of portfolio

0.91%

Previous 1.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$33.84 - $37.77 $4.53 Million - $5.06 Million	-133,907 Reduced 26.68%	367,934 $13.4 Million
Q4 2024 Feb 05, 2025	BUY	$34.13 - $37.35 $17.1 Million - $18.7 Million	500,673 Added 42865.84%	501,841 $17.1 Million
Q3 2024 Nov 06, 2024	BUY	$33.74 - $37.96 $32,592 - $36,669	966 Added 478.22%	1,168 $43,000
Q2 2024 Aug 06, 2024	BUY	$34.2 - $36.64 $136 - $146	4 Added 2.02%	202 $7,000
Q1 2024 May 14, 2024	SELL	$32.85 - $35.9 $14,946 - $16,334	-455 Reduced 69.68%	198 $7,000
Q4 2023 Feb 06, 2024	SELL	$29.46 - $34.07 $24,304 - $28,107	-825 Reduced 55.82%	653 $22,000
Q3 2023 Nov 14, 2023	BUY	$30.88 - $33.58 $10,622 - $11,551	344 Added 30.34%	1,478 $45,000
Q4 2020 Feb 03, 2021	BUY	$28.3 - $34.03 $32,092 - $38,590	1,134 New	1,134 $38,000

Others Institutions Holding SPDW

# of Institutions

1,125

Shares Held

583M

Call Options Held

3.1K

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Srs Capital Advisors, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History