Walkner Condon Financial Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Walkner Condon Financial Advisors LLC

  • $482 Million
  • Q1 2025

A detailed history of Walkner Condon Financial Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 684,305 shares of SPDW stock, worth $27.2 Million. This represents 5.17% of its overall portfolio holdings.

Number of Shares
684,305
Previous 444,856 53.83%
Holding current value
$27.2 Million
Previous $15.2 Million 64.11%
% of portfolio
5.17%
Previous 3.17%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$33.84 - $37.77 $8.1 Million - $9.04 Million
239,449 Added 53.83%
684,305 $24.9 Million
Q4 2024

Jan 29, 2025
BUY
$34.13 - $37.35 $729,153 - $797,945
21,364 Added 5.04%
444,856 $15.2 Million
Q3 2024

Oct 31, 2024
SELL
$33.74 - $37.96 $2.02 Million - $2.28 Million
-59,981 Reduced 12.41%
423,492 $15.9 Million
Q2 2024

Jul 26, 2024
BUY
$34.2 - $36.64 $2.42 Million - $2.6 Million
70,872 Added 17.18%
483,473 $17 Million
Q1 2024

Apr 22, 2024
BUY
$32.85 - $35.9 $1.11 Million - $1.21 Million
33,640 Added 8.88%
412,601 $14.8 Million
Q4 2023

Jan 23, 2024
BUY
$29.46 - $34.07 $620,751 - $717,888
21,071 Added 5.89%
378,961 $12.9 Million
Q3 2023

Oct 19, 2023
SELL
$30.88 - $33.58 $87,760 - $95,434
-2,842 Reduced 0.79%
357,890 $11.1 Million
Q2 2023

Jul 21, 2023
SELL
$31.7 - $33.66 $362,140 - $384,531
-11,424 Reduced 3.07%
360,732 $11.7 Million
Q1 2023

Apr 20, 2023
SELL
$29.83 - $32.71 $408,223 - $447,636
-13,685 Reduced 3.55%
372,156 $12 Million
Q4 2022

Jan 25, 2023
BUY
$25.7 - $31.02 $20,431 - $24,660
795 Added 0.21%
385,841 $0
Q3 2022

Oct 28, 2022
BUY
$25.67 - $30.93 $570,900 - $687,883
22,240 Added 6.13%
385,046 $9.93 Million
Q2 2022

Aug 04, 2022
SELL
$28.57 - $34.74 $132,679 - $161,332
-4,644 Reduced 1.26%
362,806 $10.5 Million
Q1 2022

May 03, 2022
BUY
$31.42 - $36.91 $11.5 Million - $13.6 Million
367,450 New
367,450 $12.6 Billion
Q3 2021

Nov 04, 2021
SELL
$35.68 - $38.17 $10.6 Million - $11.3 Million
-296,289 Closed
0 $0
Q2 2021

Aug 10, 2021
SELL
$35.87 - $38.34 $2.51 Million - $2.69 Million
-70,107 Reduced 19.13%
296,289 $10.9 Million
Q1 2021

Apr 13, 2021
SELL
$33.6 - $35.9 $1.15 Million - $1.23 Million
-34,220 Reduced 8.54%
366,396 $13 Million
Q4 2020

Jan 12, 2021
BUY
$28.3 - $34.03 $869,489 - $1.05 Million
30,724 Added 8.31%
400,616 $13.5 Million
Q3 2020

Nov 10, 2020
BUY
$27.73 - $30.19 $30,059 - $32,725
1,084 Added 0.29%
369,892 $10.8 Million
Q2 2020

Aug 26, 2020
SELL
$22.87 - $29.3 $283,976 - $363,818
-12,417 Reduced 3.26%
368,808 $10.2 Million
Q1 2020

Aug 26, 2020
BUY
$20.71 - $31.78 $2.52 Million - $3.87 Million
121,826 Added 46.96%
381,225 $9.13 Million
Q4 2019

Aug 26, 2020
BUY
$28.52 - $31.66 $7.4 Million - $8.21 Million
259,399 New
259,399 $8.13 Million

Others Institutions Holding SPDW

# of Institutions
1,088
Shares Held
550M
Call Options Held
3.1K
Put Options Held
441
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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