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

Valeo Financial Advisors, LLC

$3.97 Billion
Q4 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 $291,624. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,944

Previous 7,944 -0.0%

Holding current value

$291,624

Previous $298,000 9.06%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,035

Shares Held

536M

Call Options Held

2.4K

Put Options Held

2.1K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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