Strategies Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Strategies Wealth Advisors, LLC

$748 Billion
Q3 2024

A detailed history of Strategies Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 2,651,950 shares of SPDW stock, worth $95.5 Million. This represents 13.32% of its overall portfolio holdings.

Number of Shares

2,651,950

Previous 2,380,864 11.39%

Holding current value

$95.5 Million

Previous $83.5 Billion 19.26%

% of portfolio

13.32%

Previous 12.16%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$33.74 - $37.96 $9.15 Million - $10.3 Million	271,086 Added 11.39%	2,651,950 $99.6 Billion
Q2 2024 Jul 29, 2024	BUY	$34.2 - $36.64 $13.6 Million - $14.6 Million	398,502 Added 20.1%	2,380,864 $83.5 Billion
Q1 2024 Apr 22, 2024	BUY	$32.85 - $35.9 $11.9 Million - $13 Million	361,830 Added 22.33%	1,982,362 $71 Billion
Q4 2023 Jan 22, 2024	BUY	$29.46 - $34.07 $31.6 Million - $36.5 Million	1,072,169 Added 195.52%	1,620,532 $55.1 Billion
Q3 2023 Oct 10, 2023	BUY	$30.88 - $33.58 $15.3 Million - $16.6 Million	494,716 Added 922.17%	548,363 $17 Billion
Q2 2023 Jul 12, 2023	SELL	$31.7 - $33.66 $9,478 - $10,064	-299 Reduced 0.55%	53,647 $1.75 Billion
Q1 2023 Jun 27, 2023	SELL	$29.83 - $32.71 $23,118 - $25,350	-775 Reduced 1.42%	53,946 $1.73 Billion
Q4 2022 Jun 27, 2023	BUY	$25.7 - $31.02 $15,317 - $18,487	596 Added 1.1%	54,721 $1.62 Billion
Q2 2022 Jun 27, 2023	BUY	$28.57 - $34.74 $30,884 - $37,553	1,081 Added 2.04%	54,125 $1.56 Billion
Q4 2021 Jun 26, 2023	BUY	$35.28 - $37.98 $1.87 Million - $2.01 Million	53,044 New	53,044 $1.94 Billion

Others Institutions Holding SPDW

# of Institutions

938

Shares Held

486M

Call Options Held

4.4K

Put Options Held

200

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 Strategies Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategies Wealth Advisors, LLC with notifications on news.

Account

Strategies Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History