Wealth Quarterback LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Wealth Quarterback LLC

$174 Million
Q1 2025

A detailed history of Wealth Quarterback LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wealth Quarterback LLC holds 8,044 shares of SPDW stock, worth $320,231. This represents 0.17% of its overall portfolio holdings.

Number of Shares

8,044

Previous 8,572 6.16%

Holding current value

$320,231

Previous $292,000 -0.0%

% of portfolio

0.17%

Previous 0.14%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$33.84 - $37.77 $17,867 - $19,942	-528 Reduced 6.16%	8,044 $292,000
Q4 2024 Jan 31, 2025	SELL	$34.13 - $37.35 $2.75 Million - $3.01 Million	-80,535 Reduced 90.38%	8,572 $292,000
Q3 2024 Nov 01, 2024	BUY	$33.74 - $37.96 $15,048 - $16,930	446 Added 0.5%	89,107 $3.35 Million
Q2 2024 Jul 22, 2024	SELL	$34.2 - $36.64 $102,668 - $109,993	-3,002 Reduced 3.28%	88,661 $3.11 Million
Q1 2024 May 09, 2024	BUY	$32.85 - $35.9 $417,424 - $456,181	12,707 Added 16.09%	91,663 $3.29 Million
Q4 2023 Feb 13, 2024	SELL	$29.46 - $34.07 $1.25 Million - $1.45 Million	-42,417 Reduced 34.95%	78,956 $2.69 Million
Q3 2023 Nov 13, 2023	BUY	$30.88 - $33.58 $3.75 Million - $4.08 Million	121,373 New	121,373 $3.76 Million

Others Institutions Holding SPDW

# of Institutions

1,087

Shares Held

550M

Call Options Held

3.1K

Put Options Held

441

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
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Wealth Quarterback LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History