Wealth Architects, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Wealth Architects, LLC

$827 Million
Q4 2024

A detailed history of Wealth Architects, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wealth Architects, LLC holds 7,188 shares of SPDW stock, worth $263,080. This represents 0.03% of its overall portfolio holdings.

Number of Shares

7,188

Previous 7,188 -0.0%

Holding current value

$263,080

Previous $269,000 8.92%

% of portfolio

0.03%

Previous 0.03%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$29.46 - $34.07 $2,209 - $2,555	-75 Reduced 1.03%	7,188 $244,000
Q2 2023 Aug 02, 2023	SELL	$31.7 - $33.66 $2,821 - $2,995	-89 Reduced 1.21%	7,263 $236,000
Q1 2023 Apr 21, 2023	BUY	$29.83 - $32.71 $954 - $1,046	32 Added 0.44%	7,352 $236,000
Q4 2022 Feb 09, 2023	BUY	$25.7 - $31.02 $188,124 - $227,066	7,320 New	7,320 $217,000
Q1 2022 May 17, 2022	BUY	$31.42 - $36.91 $232,947 - $273,650	7,414 New	7,414 $254,000

Others Institutions Holding SPDW

# of Institutions

1,036

Shares Held

536M

Call Options Held

2.4K

Put Options Held

2.1K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Wealth Architects, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History