Cassaday & CO Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Cassaday & CO Wealth Management LLC

  • $2.91 Billion
  • Q2 2024

A detailed history of Cassaday & CO Wealth Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 8,341 shares of SPDW stock, worth $300,025. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,341
Previous 9,947 16.15%
Holding current value
$300,025
Previous $356,000 17.98%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 30, 2024
SELL
$34.2 - $36.64 $54,925 - $58,843
-1,606 Reduced 16.15%
8,341 $292,000
Q1 2024

May 08, 2024
BUY
$32.85 - $35.9 $55,582 - $60,742
1,692 Added 20.5%
9,947 $356,000
Q4 2022

Feb 07, 2023
BUY
$25.7 - $31.02 $212,153 - $256,070
8,255 New
8,255 $0

Others Institutions Holding SPDW

# of Institutions
936
Shares Held
486M
Call Options Held
4.4K
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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