A detailed history of Upper Left Wealth Management, LLC transactions in Spdr Index Shs Fd Spdr S&P Int stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 34,083 shares of GWX stock, worth $1.06 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
34,083
Previous 33,341 2.23%
Holding current value
$1.06 Million
Previous $1.06 Million 9.92%
% of portfolio
1.01%
Previous 0.97%

Shares

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

Nov 13, 2024

BUY
$30.27 - $34.42 $22,460 - $25,539
742 Added 2.23%
34,083 $1.16 Million
Q2 2024

Jul 25, 2024

SELL
$30.89 - $32.89 $49,671 - $52,887
-1,608 Reduced 4.6%
33,341 $1.06 Million
Q1 2024

Apr 23, 2024

SELL
$30.16 - $32.57 $20,629 - $22,277
-684 Reduced 1.92%
34,949 $1.14 Million
Q4 2023

Jan 23, 2024

BUY
$27.19 - $31.79 $30,561 - $35,731
1,124 Added 3.26%
35,633 $1.13 Million
Q3 2023

Oct 25, 2023

SELL
$29.06 - $31.84 $34,581 - $37,889
-1,190 Reduced 3.33%
34,509 $1.01 Million
Q2 2023

Jul 25, 2023

SELL
$29.92 - $31.69 $6,971 - $7,383
-233 Reduced 0.65%
35,699 $1.09 Million
Q1 2023

Apr 25, 2023

SELL
$29.24 - $32.3 $31,813 - $35,142
-1,088 Reduced 2.94%
35,932 $1.11 Million
Q4 2022

Jan 17, 2023

BUY
$25.66 - $30.49 $79,648 - $94,640
3,104 Added 9.15%
37,020 $0
Q3 2022

Nov 01, 2022

SELL
$25.93 - $31.72 $437,205 - $534,830
-16,861 Reduced 33.21%
33,916 $901,000
Q2 2022

Jul 08, 2022

BUY
$28.6 - $35.75 $424,567 - $530,708
14,845 Added 41.31%
50,777 $1.47 Million
Q1 2022

Apr 18, 2022

BUY
$33.01 - $37.92 $37,400 - $42,963
1,133 Added 3.26%
35,932 $1.27 Million
Q4 2021

Feb 15, 2022

BUY
$36.31 - $39.79 $1.26 Million - $1.38 Million
34,799 New
34,799 $1.32 Million

Others Institutions Holding GWX

About SPDR INDEX SHS FD SPDR S&P INT


  • Ticker GWX
  • Sector ETFs
  • Industry ETFs
More about GWX
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