Bourgeon Capital Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Bourgeon Capital Management LLC

  • $538 Million
  • Q3 2025

A detailed history of Bourgeon Capital Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Bourgeon Capital Management LLC holds 5,535 shares of SPDW stock, worth $242,211. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,535
Holding current value
$242,211
% of portfolio
0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
$39.8 - $42.86 $220,292 - $237,230
5,535 New
5,535 $236,000
Q1 2021

May 13, 2021
BUY
$33.6 - $35.9 $80,875 - $86,411
2,407 New
2,407 $85,000

Others Institutions Holding SPDW

# of Institutions
1,192
Shares Held
608M
Call Options Held
5.2K
Put Options Held
13K
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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