A detailed history of Warren Averett Asset Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 398,645 shares of SPDW stock, worth $13.7 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
398,645
Previous 382,198 4.3%
Holding current value
$13.7 Million
Previous $13.4 Million 11.68%
% of portfolio
0.28%
Previous 0.27%

Shares

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

Nov 14, 2024

BUY
$33.74 - $37.96 $554,921 - $624,328
16,447 Added 4.3%
398,645 $15 Million
Q2 2024

Aug 14, 2024

BUY
$34.2 - $36.64 $396,412 - $424,694
11,591 Added 3.13%
382,198 $13.4 Million
Q1 2024

May 15, 2024

BUY
$32.85 - $35.9 $12.2 Million - $13.3 Million
370,607 New
370,607 $13.3 Million

Others Institutions Holding SPDW

About SPDR SER TR FDS SPDR PORTFOLIO


  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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