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

Wealth Care Investment Partners, LLC

  • $220 Million
  • Q3 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 23,904 shares of SPDW stock, worth $843,333. This represents 0.41% of its overall portfolio holdings.

Number of Shares
23,904
Previous 25,653 6.82%
Holding current value
$843,333
Previous $899,000 0.22%
% of portfolio
0.41%
Previous 0.44%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
953
Shares Held
487M
Call Options Held
500
Put Options Held
200
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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