A detailed history of Surevest, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Surevest, LLC holds 26,593 shares of SPDW stock, worth $938,201. This represents 0.19% of its overall portfolio holdings.

Number of Shares
26,593
Previous 32,092 17.14%
Holding current value
$938,201
Previous $926,000 25.92%
% of portfolio
0.19%
Previous 0.24%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022

SELL
$25.67 - $30.93 $141,159 - $170,084
-5,499 Reduced 17.14%
26,593 $686,000
Q2 2022

Aug 15, 2022

BUY
$28.57 - $34.74 $2,799 - $3,404
98 Added 0.31%
32,092 $926,000
Q1 2022

May 16, 2022

SELL
$31.42 - $36.91 $11,971 - $14,062
-381 Reduced 1.18%
31,994 $1.1 Million
Q4 2021

Feb 11, 2022

SELL
$35.28 - $37.98 $1,199 - $1,291
-34 Reduced 0.1%
32,375 $1.18 Million
Q3 2021

Oct 13, 2021

SELL
$35.68 - $38.17 $3,282 - $3,511
-92 Reduced 0.28%
32,409 $1.17 Million
Q2 2021

Aug 06, 2021

BUY
$35.87 - $38.34 $1,721 - $1,840
48 Added 0.15%
32,501 $1.2 Million
Q1 2021

Apr 19, 2021

SELL
$33.6 - $35.9 $10,046 - $10,734
-299 Reduced 0.91%
32,453 $1.15 Million
Q4 2020

Feb 04, 2021

SELL
$28.3 - $34.03 $254 - $306
-9 Reduced 0.03%
32,752 $1.11 Million
Q3 2020

Oct 16, 2020

SELL
$27.73 - $30.19 $1,525 - $1,660
-55 Reduced 0.17%
32,761 $959,000
Q2 2020

Jul 15, 2020

SELL
$22.87 - $29.3 $391,671 - $501,791
-17,126 Reduced 34.29%
32,816 $906,000
Q1 2020

Apr 16, 2020

SELL
$20.71 - $31.78 $2.63 Million - $4.04 Million
-127,073 Reduced 71.79%
49,942 $1.2 Million
Q4 2019

Jan 14, 2020

SELL
$28.52 - $31.66 $33,796 - $37,517
-1,185 Reduced 0.66%
177,015 $5.55 Million
Q3 2019

Oct 15, 2019

SELL
$29.1 - $29.66 $40,303 - $41,079
-1,385 Reduced 0.77%
178,200 $5.23 Million
Q2 2019

Jul 10, 2019

BUY
N/A
28,923 Added 19.2%
179,585 $5.31 Million
Q1 2019

Apr 09, 2019

BUY
N/A
8,495 Added 5.98%
150,662 $4.4 Million
Q4 2018

Feb 20, 2019

BUY
N/A
142,167 New
142,167 $3.76 Million

Others Institutions Holding SPDW

About SPDR SER TR FDS SPDR PORTFOLIO


  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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