Foundations Investment Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Foundations Investment Advisors, LLC

  • $4.87 Billion
  • Q4 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 121,770 shares of SPDW stock, worth $4.36 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
121,770
Previous 70,449 72.85%
Holding current value
$4.36 Million
Previous $2.65 Million 57.07%
% of portfolio
0.09%
Previous 0.06%

Shares

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

Jan 22, 2025
BUY
$34.13 - $37.35 $1.75 Million - $1.92 Million
51,321 Added 72.85%
121,770 $4.16 Million
Q3 2024

Oct 21, 2024
BUY
$33.74 - $37.96 $892,355 - $1 Million
26,448 Added 60.11%
70,449 $2.65 Million
Q2 2024

Aug 02, 2024
BUY
$34.2 - $36.64 $1 Million - $1.07 Million
29,249 Added 198.27%
44,001 $1.54 Million
Q1 2024

May 13, 2024
BUY
$32.85 - $35.9 $37,580 - $41,069
1,144 Added 8.41%
14,752 $528,000
Q4 2023

Feb 08, 2024
BUY
$29.46 - $34.07 $146,121 - $168,987
4,960 Added 57.35%
13,608 $462,000
Q3 2023

Oct 05, 2023
BUY
$30.88 - $33.58 $12,907 - $14,036
418 Added 5.08%
8,648 $268,000
Q2 2023

Jul 19, 2023
BUY
$31.7 - $33.66 $260,891 - $277,021
8,230 New
8,230 $267,000
Q3 2018

Nov 09, 2018
SELL
N/A
-96,474 Closed
0 $0
Q2 2018

Aug 14, 2018
BUY
N/A
96,474 New
96,474 $2.93 Million

Others Institutions Holding SPDW

# of Institutions
979
Shares Held
502M
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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