Wealth Quarterback LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Wealth Quarterback LLC

$212 Million
Q4 2024

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 8,572 shares of SPDW stock, worth $307,049. This represents 0.14% of its overall portfolio holdings.

Number of Shares

8,572

Previous 89,107 90.38%

Holding current value

$307,049

Previous $3.35 Million 91.27%

% of portfolio

0.14%

Previous 1.74%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

982

Shares Held

502M

Call Options Held

500

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
Industry ETFs

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Wealth Quarterback LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History