Tempus Wealth Planning, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Tempus Wealth Planning, LLC

  • $255 Million
  • Q3 2024

A detailed history of Tempus Wealth Planning, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 10,750 shares of SPDW stock, worth $379,260. This represents 0.16% of its overall portfolio holdings.

Number of Shares
10,750
Previous 7,888 36.28%
Holding current value
$379,260
Previous $276,000 46.01%
% of portfolio
0.16%
Previous 0.12%

Shares

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

Oct 22, 2024
BUY
$33.74 - $37.96 $96,563 - $108,641
2,862 Added 36.28%
10,750 $403,000
Q2 2024

Jul 25, 2024
BUY
$34.2 - $36.64 $269,769 - $289,016
7,888 New
7,888 $276,000
Q4 2023

Jan 23, 2024
SELL
$29.46 - $34.07 $1.73 Million - $2 Million
-58,568 Reduced 90.82%
5,919 $201,000
Q3 2023

Oct 31, 2023
SELL
$30.88 - $33.58 $1,142 - $1,242
-37 Reduced 0.06%
64,487 $2 Million
Q2 2023

Jul 21, 2023
SELL
$31.7 - $33.66 $20,446 - $21,710
-645 Reduced 0.99%
64,524 $2.1 Million
Q1 2023

May 08, 2023
BUY
$29.83 - $32.71 $50,591 - $55,476
1,696 Added 2.67%
65,169 $2.09 Million
Q4 2022

Feb 09, 2023
SELL
$25.7 - $31.02 $55,589 - $67,096
-2,163 Reduced 3.3%
63,473 $1.88 Million
Q3 2022

Nov 14, 2022
BUY
$25.67 - $30.93 $121,983 - $146,979
4,752 Added 7.81%
65,636 $1.69 Million
Q2 2022

Aug 05, 2022
SELL
$28.57 - $34.74 $134,250 - $163,243
-4,699 Reduced 7.16%
60,884 $1.76 Million
Q1 2022

May 06, 2022
SELL
$31.42 - $36.91 $43,673 - $51,304
-1,390 Reduced 2.08%
65,583 $2.25 Million
Q4 2021

Feb 02, 2022
SELL
$35.28 - $37.98 $55,883 - $60,160
-1,584 Reduced 2.31%
66,973 $2.44 Million
Q3 2021

Nov 09, 2021
BUY
$35.68 - $38.17 $2.45 Million - $2.62 Million
68,557 New
68,557 $2.48 Million

Others Institutions Holding SPDW

# of Institutions
953
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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