U.S. Capital Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

U.S. Capital Wealth Advisors, LLC

  • $2.41 Billion
  • Q1 2024

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 6,708 shares of SPDW stock, worth $240,615. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,708
Previous 7,470 10.2%
Holding current value
$240,615
Previous $254,000 5.51%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 10, 2024
SELL
$32.85 - $35.9 $25,031 - $27,355
-762 Reduced 10.2%
6,708 $240,000
Q4 2023

Feb 06, 2024
BUY
$29.46 - $34.07 $220,066 - $254,502
7,470 New
7,470 $254,000
Q4 2022

Feb 03, 2023
BUY
$27.34 - $31.02 $57,605 - $65,359
2,107 New
2,107 $62,000

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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