Lodestone Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Lodestone Wealth Management LLC

$199 Billion
Q4 2024

A detailed history of Lodestone Wealth Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 6,709 shares of SPDW stock, worth $250,312. This represents 0.11% of its overall portfolio holdings.

Number of Shares

6,709

Previous 6,709 -0.0%

Holding current value

$250,312

Previous $252 Million 9.13%

% of portfolio

0.11%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$33.74 - $37.96 $41,668 - $46,880	-1,235 Reduced 15.55%	6,709 $252 Million
Q2 2024 Jul 16, 2024	SELL	$34.2 - $36.64 $17,134 - $18,356	-501 Reduced 5.93%	7,944 $279 Million
Q1 2024 Apr 30, 2024	SELL	$32.85 - $35.9 $10,774 - $11,775	-328 Reduced 3.74%	8,445 $303 Million
Q4 2023 Jan 24, 2024	BUY	$29.46 - $34.07 $29,901 - $34,581	1,015 Added 13.08%	8,773 $298 Million
Q3 2023 Oct 20, 2023	SELL	$30.88 - $33.58 $1,760 - $1,914	-57 Reduced 0.73%	7,758 $241 Million
Q2 2023 Jul 25, 2023	SELL	$31.7 - $33.66 $15,216 - $16,156	-480 Reduced 5.79%	7,815 $254 Million
Q1 2023 May 15, 2023	SELL	$29.83 - $32.71 $5,399 - $5,920	-181 Reduced 2.14%	8,295 $266 Million
Q4 2022 Feb 09, 2023	BUY	$25.7 - $31.02 $217,833 - $262,925	8,476 New	8,476 $252 Million

Others Institutions Holding SPDW

# of Institutions

1,041

Shares Held

536M

Call Options Held

2.4K

Put Options Held

2.1K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
Industry ETFs

More about SPDW

Track This Portfolio

Portfolio Update

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

News

Stay updated on Lodestone Wealth Management LLC with notifications on news.

Account

Lodestone Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History