Wellington Wealth Strategies, Llc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Wellington Wealth Strategies, Llc.

  • $215 Billion
  • Q1 2024

A detailed history of Wellington Wealth Strategies, Llc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wellington Wealth Strategies, Llc. holds 18,957 shares of SPDW stock, worth $684,347. This represents 0.32% of its overall portfolio holdings.

Number of Shares
18,957
Previous 38,676 50.99%
Holding current value
$684,347
Previous $1.32 Billion 48.35%
% of portfolio
0.32%
Previous 1.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$32.85 - $35.9 $647,769 - $707,912
-19,719 Reduced 50.99%
18,957 $679 Million
Q4 2020

Feb 14, 2024
BUY
N/A
38,676 New
38,676 $1.32 Billion

Others Institutions Holding SPDW

# of Institutions
899
Shares Held
470M
Call Options Held
4.1K
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 Wellington Wealth Strategies, Llc. Portfolio

Follow Wellington Wealth Strategies, 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 Wellington Wealth Strategies, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Wellington Wealth Strategies, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email