Valeo Financial Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Valeo Financial Advisors, LLC

  • $3.81 Billion
  • Q3 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 7,944 shares of SPDW stock, worth $283,998. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,944
Previous 7,969 0.31%
Holding current value
$283,998
Previous $279,000 6.81%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 10, 2024
SELL
$33.74 - $37.96 $843 - $949
-25 Reduced 0.31%
7,944 $298,000
Q2 2024

Jul 10, 2024
BUY
$34.2 - $36.64 $855 - $916
25 Added 0.31%
7,969 $279,000
Q1 2024

Apr 25, 2024
BUY
$32.85 - $35.9 $260,960 - $285,189
7,944 New
7,944 $284,000
Q3 2023

Oct 19, 2023
BUY
$30.88 - $33.58 $340,575 - $370,353
11,029 New
11,029 $342,000
Q2 2021

Jul 22, 2021
SELL
$35.87 - $38.34 $29,592 - $31,630
-825 Closed
0 $0
Q1 2021

Apr 12, 2021
BUY
$33.6 - $35.9 $27,720 - $29,617
825 New
825 $29,000
Q4 2020

Feb 11, 2021
SELL
$28.3 - $34.03 $0 - $0
0 Closed
0 $0
Q3 2020

Oct 28, 2020
BUY
$27.73 - $30.19 $0 - $0
0 New
0 $0

Others Institutions Holding SPDW

# of Institutions
938
Shares Held
484M
Call Options Held
4.4K
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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