Financial Advocates Investment Management Spdr Ser Tr Fds Spdr Portfolio Transaction History

Financial Advocates Investment Management

  • $1.71 Billion
  • Q4 2024

A detailed history of Financial Advocates Investment Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Financial Advocates Investment Management holds 42,873 shares of SPDW stock, worth $1.58 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
42,873
Previous 39,258 9.21%
Holding current value
$1.58 Million
Previous $1.47 Million 0.75%
% of portfolio
0.09%
Previous 0.08%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$34.13 - $37.35 $123,379 - $135,020
3,615 Added 9.21%
42,873 $1.46 Million
Q3 2024

Oct 25, 2024
BUY
$33.74 - $37.96 $98,756 - $111,108
2,927 Added 8.06%
39,258 $1.47 Million
Q2 2024

Jul 26, 2024
SELL
$34.2 - $36.64 $478 - $512
-14 Reduced 0.04%
36,331 $1.27 Million
Q1 2024

May 01, 2024
SELL
$32.85 - $35.9 $102,754 - $112,295
-3,128 Reduced 7.92%
36,345 $1.3 Million
Q4 2023

Feb 08, 2024
BUY
$29.46 - $34.07 $197,440 - $228,337
6,702 Added 20.45%
39,473 $1.34 Million
Q3 2023

Oct 27, 2023
BUY
$30.88 - $33.58 $206,401 - $224,448
6,684 Added 25.62%
32,771 $1.02 Million
Q2 2023

Aug 07, 2023
BUY
$31.7 - $33.66 $357,607 - $379,718
11,281 Added 76.19%
26,087 $848,000
Q1 2023

May 11, 2023
BUY
$29.83 - $32.71 $171,164 - $187,689
5,738 Added 63.28%
14,806 $475,000
Q4 2022

Feb 14, 2023
BUY
$25.7 - $31.02 $233,047 - $281,289
9,068 New
9,068 $269,000
Q1 2022

May 11, 2022
SELL
$31.42 - $36.91 $358,439 - $421,069
-11,408 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$35.28 - $37.98 $402,474 - $433,275
11,408 New
11,408 $416,000
Q3 2019

Nov 13, 2019
SELL
$29.1 - $29.66 $2.2 Million - $2.25 Million
-75,764 Closed
0 $0
Q2 2019

Aug 08, 2019
BUY
N/A
2,025 Added 2.75%
75,764 $2.24 Million
Q1 2019

May 16, 2019
BUY
N/A
6,005 Added 8.87%
73,739 $2.15 Million
Q4 2018

Feb 14, 2019
BUY
N/A
11,273 Added 19.97%
67,734 $0
Q3 2018

Nov 14, 2018
BUY
N/A
6,667 Added 13.39%
56,461 $0
Q2 2018

Aug 09, 2018
BUY
N/A
14,084 Added 39.44%
49,794 $1.5 Million
Q1 2018

May 11, 2018
BUY
N/A
35,710 New
35,710 $1.12 Million

Others Institutions Holding SPDW

# of Institutions
1,039
Shares Held
536M
Call Options Held
2.4K
Put Options Held
2.1K
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
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