Wealth Shield Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Wealth Shield Partners, LLC

  • $721 Million
  • Q3 2024

A detailed history of Wealth Shield Partners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 19,608 shares of SPDW stock, worth $691,770. This represents 0.1% of its overall portfolio holdings.

Number of Shares
19,608
Previous 20,262 3.23%
Holding current value
$691,770
Previous $710,000 3.66%
% of portfolio
0.1%
Previous 0.11%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
SELL
$33.74 - $37.96 $22,065 - $24,825
-654 Reduced 3.23%
19,608 $736,000
Q2 2024

Jul 26, 2024
SELL
$34.2 - $36.64 $99,795 - $106,915
-2,918 Reduced 12.59%
20,262 $710,000
Q1 2024

Apr 29, 2024
SELL
$32.85 - $35.9 $2,299 - $2,513
-70 Reduced 0.3%
23,180 $830,000
Q4 2023

Jan 23, 2024
SELL
$29.46 - $34.07 $273,653 - $316,476
-9,289 Reduced 28.55%
23,250 $790,000
Q3 2023

Oct 25, 2023
SELL
$30.88 - $33.58 $39,866 - $43,351
-1,291 Reduced 3.82%
32,539 $1.01 Million
Q2 2023

Aug 03, 2023
BUY
$31.7 - $33.66 $71,103 - $75,499
2,243 Added 7.1%
33,830 $1.1 Million
Q1 2023

May 08, 2023
BUY
$29.83 - $32.71 $544,815 - $597,415
18,264 Added 137.09%
31,587 $1.01 Million
Q4 2022

Feb 13, 2023
BUY
$25.7 - $31.02 $342,401 - $413,279
13,323 New
13,323 $395,000
Q3 2021

Nov 12, 2021
SELL
$35.68 - $38.17 $144,004 - $154,054
-4,036 Closed
0 $0
Q2 2021

Aug 06, 2021
BUY
$35.87 - $38.34 $70,879 - $75,759
1,976 Added 95.92%
4,036 $148,000
Q1 2021

May 17, 2021
BUY
$33.6 - $35.9 $69,216 - $73,954
2,060 New
2,060 $73,000
Q4 2020

Feb 16, 2021
SELL
$28.3 - $34.03 $107,879 - $129,722
-3,812 Closed
0 $0
Q3 2020

Oct 30, 2020
BUY
$27.73 - $30.19 $105,706 - $115,084
3,812 New
3,812 $112,000
Q1 2020

May 12, 2020
SELL
$20.71 - $31.78 $130,680 - $200,531
-6,310 Closed
0 $0
Q4 2019

Feb 13, 2020
SELL
$28.52 - $31.66 $26,523 - $29,443
-930 Reduced 12.85%
6,310 $198,000
Q3 2019

Nov 13, 2019
BUY
$29.1 - $29.66 $75,078 - $76,522
2,580 Added 55.36%
7,240 $213,000
Q2 2019

Aug 12, 2019
SELL
N/A
-1,969 Reduced 29.7%
4,660 $138,000
Q1 2019

May 14, 2019
SELL
N/A
-1,258 Reduced 15.95%
6,629 $194,000
Q4 2018

Feb 14, 2019
BUY
N/A
1,170 Added 17.42%
7,887 $209,000
Q3 2018

Nov 05, 2018
BUY
N/A
6,717 New
6,717 $207,000

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
Track This Portfolio

Track Wealth Shield Partners, LLC Portfolio

Follow Wealth Shield Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Shield Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Shield Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email