Visionary Wealth Advisors Spdr Ser Tr Fds Spdr Portfolio Transaction History

Visionary Wealth Advisors

$1.56 Billion
Q1 2025

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	SELL	$34.13 - $37.35 $280,958 - $307,465	-8,232 Reduced 14.83%	47,268 $1.61 Million
Q3 2024 Nov 12, 2024	BUY	$33.74 - $37.96 $139,244 - $156,660	4,127 Added 8.03%	55,500 $2.08 Million
Q2 2024 Aug 13, 2024	BUY	$34.2 - $36.64 $1.38 Million - $1.48 Million	40,387 Added 367.62%	51,373 $1.8 Million
Q1 2024 May 15, 2024	BUY	$32.85 - $35.9 $8,475 - $9,262	258 Added 2.4%	10,986 $393,000
Q4 2023 Feb 14, 2024	SELL	$29.46 - $34.07 $2.53 Million - $2.92 Million	-85,816 Reduced 88.89%	10,728 $364,000
Q3 2023 Nov 13, 2023	SELL	$30.88 - $33.58 $207,451 - $225,590	-6,718 Reduced 6.51%	96,544 $2.99 Million
Q2 2023 Aug 11, 2023	BUY	$31.7 - $33.66 $39,720 - $42,175	1,253 Added 1.23%	103,262 $3.36 Million
Q1 2023 May 15, 2023	BUY	$29.83 - $32.71 $3.04 Million - $3.34 Million	102,009 New	102,009 $3.28 Million
Q2 2022 Aug 12, 2022	SELL	$28.57 - $34.74 $368,467 - $448,041	-12,897 Reduced 14.8%	74,219 $2.14 Million
Q1 2022 May 12, 2022	BUY	$31.42 - $36.91 $375,751 - $441,406	11,959 Added 15.91%	87,116 $2.99 Million
Q4 2021 Feb 14, 2022	BUY	$35.28 - $37.98 $234,894 - $252,870	6,658 Added 9.72%	75,157 $2.74 Million
Q3 2021 Nov 12, 2021	BUY	$35.68 - $38.17 $12,273 - $13,130	344 Added 0.5%	68,499 $2.48 Million
Q2 2021 Aug 13, 2021	BUY	$35.87 - $38.34 $306,796 - $327,922	8,553 Added 14.35%	68,155 $2.51 Million
Q1 2021 May 18, 2021	BUY	$33.6 - $35.9 $1.02 Million - $1.09 Million	30,462 Added 104.54%	59,602 $2.11 Million
Q4 2020 Feb 16, 2021	BUY	$28.3 - $34.03 $824,662 - $991,634	29,140 New	29,140 $983,000

Others Institutions Holding SPDW

# of Institutions

1,085

Shares Held

550M

Call Options Held

3.1K

Put Options Held

200

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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