Wr Wealth Planners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 717 shares of SPDW stock, worth $26,120. This represents 0.01% of its overall portfolio holdings.

Number of Shares
717
Previous 867 17.3%
Holding current value
$26,120
Previous $32,000 25.0%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
SELL
$34.13 - $37.35 $5,119 - $5,602
-150 Reduced 17.3%
717 $24,000
Q3 2024

Oct 17, 2024
BUY
$33.74 - $37.96 $5,364 - $6,035
159 Added 22.46%
867 $32,000
Q2 2024

Jul 31, 2024
BUY
$34.2 - $36.64 $24,213 - $25,941
708 New
708 $24,000

Others Institutions Holding SPDW

# of Institutions
1,039
Shares Held
536M
Call Options Held
2.4K
Put Options Held
2.1K
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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