Warren Street Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Warren Street Wealth Advisors, LLC

  • $199 Million
  • Q1 2024

A detailed history of Warren Street Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Warren Street Wealth Advisors, LLC holds 12,690 shares of SPDW stock, worth $452,144. This represents 0.23% of its overall portfolio holdings.

Number of Shares
12,690
Previous 12,119 4.71%
Holding current value
$452,144
Previous $412,000 10.19%
% of portfolio
0.23%
Previous 0.24%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
BUY
$32.85 - $35.9 $18,757 - $20,498
571 Added 4.71%
12,690 $454,000
Q4 2023

Mar 19, 2024
SELL
$29.46 - $34.07 $54,294 - $62,791
-1,843 Reduced 13.2%
12,119 $412,000
Q3 2023

Oct 18, 2023
SELL
$30.88 - $33.58 $4,786 - $5,204
-155 Reduced 1.1%
13,962 $432,000
Q2 2023

Jul 17, 2023
SELL
$31.7 - $33.66 $2,567 - $2,726
-81 Reduced 0.57%
14,117 $459,000
Q1 2023

Apr 28, 2023
SELL
$29.83 - $32.71 $15,959 - $17,499
-535 Reduced 3.63%
14,198 $456,000
Q4 2022

Feb 01, 2023
BUY
$27.34 - $31.02 $23,758 - $26,956
869 Added 6.27%
14,733 $437,000
Q3 2022

Oct 19, 2022
SELL
N/A
-138 Reduced 0.99%
13,864 $358,000
Q2 2022

Jul 18, 2022
SELL
N/A
-8 Reduced 0.06%
14,002 $404,000
Q1 2022

May 04, 2022
SELL
N/A
-166 Reduced 1.17%
14,010 $480,000
Q4 2021

Feb 07, 2022
BUY
N/A
14,176 New
14,176 $517,000

Others Institutions Holding SPDW

# of Institutions
899
Shares Held
469M
Call Options Held
4.1K
Put Options Held
200
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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