Zhang Financial LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Zhang Financial LLC

  • $1.57 Billion
  • Q3 2024

A detailed history of Zhang Financial LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Zhang Financial LLC holds 33,465 shares of SPDW stock, worth $1.19 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
33,465
Previous 28,003 19.51%
Holding current value
$1.19 Million
Previous $982,000 27.9%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Oct 15, 2024
BUY
$33.74 - $37.96 $184,287 - $207,337
5,462 Added 19.51%
33,465 $1.26 Million
Q2 2024

Jul 19, 2024
BUY
$34.2 - $36.64 $19,870 - $21,287
581 Added 2.12%
28,003 $982,000
Q1 2024

Apr 24, 2024
BUY
$32.85 - $35.9 $142,273 - $155,482
4,331 Added 18.76%
27,422 $982,000
Q4 2023

Jan 31, 2024
BUY
$29.46 - $34.07 $680,260 - $786,710
23,091 New
23,091 $785,000

Others Institutions Holding SPDW

# of Institutions
940
Shares Held
483M
Call Options Held
4.4K
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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