Goldstein Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Goldstein Advisors, LLC

$689 Billion
Q4 2024

A detailed history of Goldstein Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Goldstein Advisors, LLC holds 1,205,502 shares of SPDW stock, worth $42.8 Million. This represents 5.97% of its overall portfolio holdings.

Number of Shares

1,205,502

Previous 670,520 79.79%

Holding current value

$42.8 Million

Previous $25.2 Billion 63.37%

% of portfolio

5.97%

Previous 3.83%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$34.13 - $37.35 $18.3 Million - $20 Million	534,982 Added 79.79%	1,205,502 $41.1 Billion
Q3 2024 Oct 24, 2024	BUY	$33.74 - $37.96 $8.95 Million - $10.1 Million	265,123 Added 65.4%	670,520 $25.2 Billion
Q2 2024 Jul 24, 2024	BUY	$34.2 - $36.64 $306,021 - $327,854	8,948 Added 2.26%	405,397 $14.2 Billion
Q1 2024 May 13, 2024	BUY	$32.85 - $35.9 $1.03 Million - $1.13 Million	31,472 Added 8.62%	396,449 $14.2 Billion
Q3 2023 Oct 18, 2023	BUY	$30.88 - $33.58 $827,553 - $899,910	26,799 Added 7.92%	364,977 $11.3 Billion
Q2 2023 Jul 21, 2023	SELL	$31.7 - $33.66 $1.16 Million - $1.23 Million	-36,439 Reduced 9.73%	338,178 $11 Billion
Q1 2023 May 09, 2023	SELL	$29.83 - $32.71 $853,645 - $936,062	-28,617 Reduced 7.1%	374,617 $12 Billion
Q4 2022 Feb 03, 2023	BUY	$25.7 - $31.02 $10.4 Million - $12.5 Million	403,234 New	403,234 $12 Billion

Others Institutions Holding SPDW

# of Institutions

957

Shares Held

489M

Call Options Held

500

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Goldstein Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History