Strategies Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Strategies Wealth Advisors, LLC

$650 Billion
Q1 2024

A detailed history of Strategies Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 1,982,362 shares of SPDW stock, worth $69.8 Million. This represents 10.93% of its overall portfolio holdings.

Number of Shares

1,982,362

Previous 1,620,532 22.33%

Holding current value

$69.8 Million

Previous $55.1 Billion 28.91%

% of portfolio

10.93%

Previous 9.41%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	BUY	$32.85 - $35.9 $11.9 Million - $13 Million	361,830 Added 22.33%	1,982,362 $71 Billion
Q4 2023 Jan 22, 2024	BUY	$29.46 - $34.07 $31.6 Million - $36.5 Million	1,072,169 Added 195.52%	1,620,532 $55.1 Billion
Q3 2023 Oct 10, 2023	BUY	$30.88 - $33.58 $15.3 Million - $16.6 Million	494,716 Added 922.17%	548,363 $17 Billion
Q2 2023 Jul 12, 2023	SELL	$31.7 - $33.66 $9,478 - $10,064	-299 Reduced 0.55%	53,647 $1.75 Billion
Q1 2023 Jun 27, 2023	SELL	$29.83 - $32.71 $23,118 - $25,350	-775 Reduced 1.42%	53,946 $1.73 Billion

Q4 2022 Jun 27, 2023	BUY	$27.34 - $31.02 $16,294 - $18,487	596 Added 1.1%	54,721 $1.62 Billion
Q2 2022 Jun 27, 2023	BUY	N/A	1,081 Added 2.04%	54,125 $1.56 Billion
Q4 2021 Jun 26, 2023	BUY	N/A	53,044 New	53,044 $1.94 Billion

Others Institutions Holding SPDW

# of Institutions

898

Shares Held

469M

Call Options Held

4.1K

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Strategies Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History