A detailed history of Wcg Wealth Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 54,467 shares of SPDW stock, worth $1.91 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
54,467
Previous 82,464 33.95%
Holding current value
$1.91 Million
Previous $2.89 Million 29.28%
% of portfolio
0.14%
Previous 0.21%

Shares

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

Nov 13, 2024

SELL
$33.74 - $37.96 $944,618 - $1.06 Million
-27,997 Reduced 33.95%
54,467 $2.05 Million
Q2 2024

Aug 12, 2024

SELL
$34.2 - $36.64 $4.18 Million - $4.48 Million
-122,141 Reduced 59.7%
82,464 $2.89 Million
Q1 2024

May 13, 2024

SELL
$32.85 - $35.9 $136,393 - $149,056
-4,152 Reduced 1.99%
204,605 $7.33 Million
Q4 2023

Feb 08, 2024

BUY
$29.46 - $34.07 $355,965 - $411,667
12,083 Added 6.14%
208,757 $7.1 Million
Q3 2023

Nov 09, 2023

BUY
$30.88 - $33.58 $3.45 Million - $3.75 Million
111,809 Added 131.75%
196,674 $6.1 Million
Q2 2023

Aug 14, 2023

SELL
$31.7 - $33.66 $801,090 - $850,621
-25,271 Reduced 22.95%
84,865 $2.76 Million
Q1 2023

May 15, 2023

BUY
$29.83 - $32.71 $2.34 Million - $2.57 Million
78,500 Added 248.14%
110,136 $3.54 Million
Q4 2022

Feb 14, 2023

BUY
$25.7 - $31.02 $813,045 - $981,348
31,636 New
31,636 $939,000

Others Institutions Holding SPDW

About SPDR SER TR FDS SPDR PORTFOLIO


  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
Track This Portfolio

Track Wcg Wealth Advisors LLC Portfolio

Follow Wcg Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wcg Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wcg Wealth Advisors LLC with notifications on news.