Mgb Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Mgb Wealth Management, LLC

$322 Billion
Q4 2024

A detailed history of Mgb Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Mgb Wealth Management, LLC holds 27,264 shares of SPDW stock, worth $995,953. This represents 0.29% of its overall portfolio holdings.

Number of Shares

27,264

Previous 31,297 12.89%

Holding current value

$995,953

Previous $1.18 Billion 20.92%

% of portfolio

0.29%

Previous 0.43%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$34.13 - $37.35 $137,646 - $150,632	-4,033 Reduced 12.89%	27,264 $931 Million
Q3 2024 Nov 12, 2024	SELL	$33.74 - $37.96 $19,366 - $21,789	-574 Reduced 1.8%	31,297 $1.18 Billion
Q2 2024 Aug 12, 2024	BUY	$34.2 - $36.64 $33,139 - $35,504	969 Added 3.14%	31,871 $1.16 Billion
Q1 2024 May 06, 2024	BUY	$32.85 - $35.9 $50,457 - $55,142	1,536 Added 5.23%	30,902 $1.11 Billion
Q4 2023 Apr 22, 2024	BUY	$29.46 - $34.07 $865,122 - $1 Million	29,366 New	29,366 $999 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
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Mgb Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History