Us Advisors Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Us Advisors Wealth Management, LLC

  • $286 Million
  • Q3 2024

A detailed history of Us Advisors Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 52,706 shares of SPDW stock, worth $1.86 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
52,706
Previous 65,300 19.29%
Holding current value
$1.86 Million
Previous $2.29 Million 13.19%
% of portfolio
0.7%
Previous 0.81%

Shares

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

Nov 07, 2024
SELL
$33.74 - $37.96 $424,921 - $478,068
-12,594 Reduced 19.29%
52,706 $1.99 Million
Q2 2024

Aug 06, 2024
SELL
$34.2 - $36.64 $790,327 - $846,713
-23,109 Reduced 26.14%
65,300 $2.29 Million
Q1 2024

May 02, 2024
BUY
$32.85 - $35.9 $139,054 - $151,964
4,233 Added 5.03%
88,409 $3.17 Million
Q4 2023

Feb 12, 2024
SELL
$29.46 - $34.07 $3.17 Million - $3.67 Million
-107,621 Reduced 56.11%
84,176 $2.86 Million
Q3 2023

Nov 09, 2023
SELL
$30.88 - $33.58 $103,540 - $112,593
-3,353 Reduced 1.72%
191,797 $5.95 Million
Q2 2023

Aug 01, 2023
BUY
$31.7 - $33.66 $180,943 - $192,131
5,708 Added 3.01%
195,150 $6.37 Million
Q1 2023

Apr 13, 2023
SELL
$29.83 - $32.71 $742,975 - $814,707
-24,907 Reduced 11.62%
189,442 $6.09 Million
Q4 2022

Feb 10, 2023
BUY
$25.7 - $31.02 $36,776 - $44,389
1,431 Added 0.67%
214,349 $6.36 Million
Q3 2022

Nov 14, 2022
SELL
$25.67 - $30.93 $12,013 - $14,475
-468 Reduced 0.22%
212,918 $5.49 Million
Q2 2022

Aug 12, 2022
BUY
$28.57 - $34.74 $369,295 - $449,049
12,926 Added 6.45%
213,386 $6.15 Million
Q1 2022

Jun 08, 2022
SELL
$31.42 - $36.91 $11,311 - $13,287
-360 Reduced 0.18%
200,460 $6.87 Million
Q4 2021

Feb 14, 2022
BUY
$35.28 - $37.98 $648,799 - $698,452
18,390 Added 10.08%
200,820 $7.33 Million
Q3 2021

Nov 03, 2021
BUY
$35.68 - $38.17 $517,538 - $553,655
14,505 Added 8.64%
182,430 $6.61 Million
Q2 2021

Aug 09, 2021
BUY
$35.87 - $38.34 $1.01 Million - $1.08 Million
28,277 Added 20.25%
167,925 $6.18 Million
Q1 2021

May 11, 2021
BUY
$33.6 - $35.9 $2.09 Million - $2.23 Million
62,072 Added 80.01%
139,648 $4.94 Million
Q4 2020

Feb 11, 2021
BUY
$28.3 - $34.03 $2.2 Million - $2.64 Million
77,576 New
77,576 $2.62 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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