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 89,107 shares of SPDW stock, worth $3.14 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares
89,107
Previous 88,661 0.5%
Holding current value
$3.14 Million
Previous $3.11 Million 7.59%
% of portfolio
1.74%
Previous 1.77%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SPDR SER TR FDS SPDR PORTFOLIO


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