Wealth Care Investment Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Wealth Care Investment Partners, LLC

$218 Million
Q4 2024

A detailed history of Wealth Care Investment Partners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 23,739 shares of SPDW stock, worth $890,212. This represents 0.37% of its overall portfolio holdings.

Number of Shares

23,739

Previous 23,904 0.69%

Holding current value

$890,212

Previous $897,000 9.7%

% of portfolio

0.37%

Previous 0.41%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$34.13 - $37.35 $5,631 - $6,162	-165 Reduced 0.69%	23,739 $810,000
Q3 2024 Oct 08, 2024	SELL	$33.74 - $37.96 $59,011 - $66,392	-1,749 Reduced 6.82%	23,904 $897,000
Q2 2024 Jul 18, 2024	BUY	$34.2 - $36.64 $2,359 - $2,528	69 Added 0.27%	25,653 $899,000
Q1 2024 Apr 15, 2024	BUY	$32.85 - $35.9 $18,987 - $20,750	578 Added 2.31%	25,584 $916,000
Q4 2023 Jan 18, 2024	SELL	$29.46 - $34.07 $5,509 - $6,371	-187 Reduced 0.74%	25,006 $850,000
Q3 2023 Oct 10, 2023	SELL	$30.88 - $33.58 $10,962 - $11,920	-355 Reduced 1.39%	25,193 $781,000
Q2 2023 Jul 13, 2023	BUY	$31.7 - $33.66 $13,187 - $14,002	416 Added 1.66%	25,548 $831,000
Q1 2023 Apr 10, 2023	BUY	$29.83 - $32.71 $166,869 - $182,979	5,594 Added 28.63%	25,132 $807,000
Q4 2022 Jan 19, 2023	SELL	$25.7 - $31.02 $140,579 - $169,679	-5,470 Reduced 21.87%	19,538 $0
Q3 2022 Oct 17, 2022	BUY	$25.67 - $30.93 $33,293 - $40,116	1,297 Added 5.47%	25,008 $645,000
Q2 2022 Jul 18, 2022	BUY	$28.57 - $34.74 $207,989 - $252,907	7,280 Added 44.31%	23,711 $684,000
Q1 2022 Apr 14, 2022	BUY	$31.42 - $36.91 $45,370 - $53,298	1,444 Added 9.64%	16,431 $553,000
Q4 2021 Feb 07, 2022	BUY	$35.28 - $37.98 $528,741 - $569,206	14,987 New	14,987 $547,000

Others Institutions Holding SPDW

# of Institutions

1,041

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 Care Investment Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History