Towerpoint Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Towerpoint Wealth, LLC

  • $197 Million
  • Q1 2024

A detailed history of Towerpoint Wealth, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Towerpoint Wealth, LLC holds 96,739 shares of SPDW stock, worth $3.41 Million. This represents 1.76% of its overall portfolio holdings.

Number of Shares
96,739
Previous 98,834 2.12%
Holding current value
$3.41 Million
Previous $3.36 Million 3.15%
% of portfolio
1.76%
Previous 1.85%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
SELL
$32.85 - $35.9 $68,820 - $75,210
-2,095 Reduced 2.12%
96,739 $3.47 Million
Q4 2023

Jan 23, 2024
SELL
$29.46 - $34.07 $12,667 - $14,650
-430 Reduced 0.43%
98,834 $3.36 Million
Q3 2023

Oct 10, 2023
SELL
$30.88 - $33.58 $79,207 - $86,132
-2,565 Reduced 2.52%
99,264 $3.08 Million
Q2 2023

Jul 20, 2023
SELL
$31.7 - $33.66 $120,079 - $127,504
-3,788 Reduced 3.59%
101,829 $3.31 Million
Q1 2023

May 15, 2023
SELL
$29.83 - $32.71 $133,698 - $146,606
-4,482 Reduced 4.07%
105,617 $3.39 Million
Q4 2022

Feb 10, 2023
SELL
$27.34 - $31.02 $400,722 - $454,660
-14,657 Reduced 11.75%
110,099 $3.27 Million
Q3 2022

Nov 14, 2022
BUY
N/A
3,979 Added 3.29%
124,756 $3.22 Million
Q2 2022

Aug 08, 2022
BUY
N/A
2,289 Added 1.93%
120,777 $3.48 Million
Q1 2022

May 16, 2022
BUY
N/A
3,857 Added 3.36%
118,488 $4.06 Million
Q4 2021

Feb 04, 2022
BUY
N/A
9,856 Added 9.41%
114,631 $4.18 Million
Q3 2021

Nov 12, 2021
SELL
N/A
-2,645 Reduced 2.46%
104,775 $3.79 Million
Q2 2021

Jul 27, 2021
SELL
N/A
-3,083 Reduced 2.79%
107,420 $3.95 Million
Q1 2021

May 10, 2021
SELL
N/A
-1,175 Reduced 1.05%
110,503 $3.91 Million
Q4 2020

Feb 10, 2021
SELL
N/A
-3,200 Reduced 2.79%
111,678 $3.77 Million
Q3 2020

Nov 13, 2020
SELL
N/A
-4,760 Reduced 3.98%
114,878 $3.36 Million
Q2 2020

Aug 07, 2020
SELL
N/A
-8,914 Reduced 6.93%
119,638 $3.3 Million
Q1 2020

May 08, 2020
BUY
N/A
128,552 New
128,552 $3.08 Million
Q4 2019

Jan 15, 2020
SELL
N/A
-61 Closed
0 $0
Q3 2019

Nov 05, 2019
BUY
N/A
61 New
61 $2,000

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

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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