Bartlett & Co. Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.97 Trillion
  • Q3 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 2,207 shares of SPDW stock, worth $75,744. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,207
Previous 2,207 -0.0%
Holding current value
$75,744
Previous $77.4 Million 7.07%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024
SELL
$34.2 - $36.64 $4,924 - $5,276
-144 Reduced 6.13%
2,207 $77.4 Million
Q1 2023

Feb 14, 2024
SELL
$29.83 - $32.71 $169,225 - $185,563
-5,673 Reduced 70.7%
2,351 $75.5 Million
Q4 2022

Feb 14, 2024
BUY
$25.7 - $31.02 $115,393 - $139,279
4,490 Added 127.05%
8,024 $238 Million
Q3 2022

Feb 14, 2024
BUY
$25.67 - $30.93 $30,367 - $36,590
1,183 Added 50.32%
3,534 $91.2 Million
Q3 2020

Feb 13, 2024
BUY
$27.73 - $30.19 $65,193 - $70,976
2,351 New
2,351 $68.8 Million

Others Institutions Holding SPDW

# of Institutions
956
Shares Held
487M
Call Options Held
500
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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