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 11,149 shares of SPDW stock, worth $393,336. This represents 0.18% of its overall portfolio holdings.

Number of Shares
11,149
Previous 10,511 6.07%
Holding current value
$393,336
Previous $368,000 13.59%
% of portfolio
0.18%
Previous 0.19%

Shares

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

Oct 18, 2024

BUY
$33.74 - $37.96 $21,526 - $24,218
638 Added 6.07%
11,149 $418,000
Q2 2024

Jul 30, 2024

SELL
$34.2 - $36.64 $74,521 - $79,838
-2,179 Reduced 17.17%
10,511 $368,000
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
$25.7 - $31.02 $22,333 - $26,956
869 Added 6.27%
14,733 $437,000
Q3 2022

Oct 19, 2022

SELL
$25.67 - $30.93 $3,542 - $4,268
-138 Reduced 0.99%
13,864 $358,000
Q2 2022

Jul 18, 2022

SELL
$28.57 - $34.74 $228 - $277
-8 Reduced 0.06%
14,002 $404,000
Q1 2022

May 04, 2022

SELL
$31.42 - $36.91 $5,215 - $6,127
-166 Reduced 1.17%
14,010 $480,000
Q4 2021

Feb 07, 2022

BUY
$35.28 - $37.98 $500,129 - $538,404
14,176 New
14,176 $517,000

Others Institutions Holding SPDW

About SPDR SER TR FDS SPDR PORTFOLIO


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