Upper Left Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Upper Left Wealth Management, LLC

  • $115 Million
  • Q3 2024

A detailed history of Upper Left Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 22,097 shares of SPDW stock, worth $778,698. This represents 0.72% of its overall portfolio holdings.

Number of Shares
22,097
Previous 22,548 2.0%
Holding current value
$778,698
Previous $790,000 4.94%
% of portfolio
0.72%
Previous 0.73%

Shares

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

Nov 13, 2024
SELL
$33.74 - $37.96 $15,216 - $17,119
-451 Reduced 2.0%
22,097 $829,000
Q2 2024

Jul 25, 2024
BUY
$34.2 - $36.64 $73,735 - $78,995
2,156 Added 10.57%
22,548 $790,000
Q4 2023

Jan 23, 2024
BUY
$29.46 - $34.07 $16,880 - $19,522
573 Added 2.89%
20,392 $693,000
Q3 2023

Oct 25, 2023
SELL
$30.88 - $33.58 $46,844 - $50,940
-1,517 Reduced 7.11%
19,819 $614,000
Q1 2023

Apr 25, 2023
SELL
$29.83 - $32.71 $66,401 - $72,812
-2,226 Reduced 9.45%
21,336 $685,000
Q4 2022

Jan 17, 2023
SELL
$25.7 - $31.02 $88,742 - $107,112
-3,453 Reduced 12.78%
23,562 $0
Q3 2022

Nov 01, 2022
SELL
$25.67 - $30.93 $284,937 - $343,323
-11,100 Reduced 29.12%
27,015 $714,000
Q2 2022

Jul 08, 2022
BUY
$28.57 - $34.74 $243,702 - $296,332
8,530 Added 28.83%
38,115 $1.1 Million
Q1 2022

Apr 18, 2022
BUY
$31.42 - $36.91 $75,408 - $88,583
2,400 Added 8.83%
29,585 $1.02 Million
Q4 2021

Feb 15, 2022
BUY
$35.28 - $37.98 $959,086 - $1.03 Million
27,185 New
27,185 $998,000

Others Institutions Holding SPDW

# of Institutions
955
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
Track This Portfolio

Track Upper Left Wealth Management, LLC Portfolio

Follow Upper Left Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Upper Left Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Upper Left Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email