Wallace Advisory Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Wallace Advisory Group, LLC

$145 Billion
Q4 2024

A detailed history of Wallace Advisory Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wallace Advisory Group, LLC holds 22,793 shares of SPDW stock, worth $838,098. This represents 0.59% of its overall portfolio holdings.

Number of Shares

22,793

Previous 23,475 2.91%

Holding current value

$838,098

Previous $824 Million 3.96%

% of portfolio

0.59%

Previous 0.6%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$34.13 - $37.35 $23,276 - $25,472	-682 Reduced 2.91%	22,793 $856 Million
Q2 2024 Aug 14, 2024	SELL	$34.2 - $36.64 $64,535 - $69,139	-1,887 Reduced 7.44%	23,475 $824 Million
Q1 2024 Apr 12, 2024	SELL	$32.85 - $35.9 $79,792 - $87,201	-2,429 Reduced 8.74%	25,362 $863 Million
Q4 2023 Jan 08, 2024	SELL	$29.46 - $34.07 $10,016 - $11,583	-340 Reduced 1.21%	27,791 $862 Million
Q3 2023 Oct 05, 2023	SELL	$30.88 - $33.58 $19,608 - $21,323	-635 Reduced 2.21%	28,131 $915 Million
Q1 2023 May 10, 2023	SELL	$29.83 - $32.71 $5,548 - $6,084	-186 Reduced 0.64%	28,766 $924 Million
Q4 2022 Feb 21, 2023	BUY	$25.7 - $31.02 $744,066 - $898,091	28,952 New	28,952 $860 Million

Others Institutions Holding SPDW

# of Institutions

1,021

Shares Held

529M

Call Options Held

500

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Wallace Advisory Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History