Heartwood Wealth Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Heartwood Wealth Advisors LLC

  • $879 Million
  • Q4 2024

A detailed history of Heartwood Wealth Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 115,854 shares of SPDW stock, worth $4.27 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
115,854
Previous 115,854 -0.0%
Holding current value
$4.27 Million
Previous $4.35 Million 9.12%
% of portfolio
0.45%
Previous 0.49%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 02, 2024
SELL
$32.85 - $35.9 $658,971 - $720,154
-20,060 Reduced 14.76%
115,854 $4.15 Million
Q4 2023

Jan 17, 2024
SELL
$29.46 - $34.07 $357,939 - $413,950
-12,150 Reduced 8.21%
135,914 $4.62 Million
Q3 2023

Oct 17, 2023
SELL
$30.88 - $33.58 $44,343 - $48,220
-1,436 Reduced 0.96%
148,064 $4.59 Million
Q1 2023

Apr 14, 2023
SELL
$29.83 - $32.71 $514,776 - $564,476
-17,257 Reduced 10.35%
149,500 $4.8 Million
Q4 2022

Jan 12, 2023
BUY
$25.7 - $31.02 $471,697 - $569,341
18,354 Added 12.37%
166,757 $0
Q3 2022

Oct 25, 2022
SELL
$25.67 - $30.93 $223,662 - $269,493
-8,713 Reduced 5.55%
148,403 $3.83 Million
Q2 2022

Jul 25, 2022
SELL
$28.57 - $34.74 $13,627 - $16,570
-477 Reduced 0.3%
157,116 $4.53 Million
Q1 2022

Apr 26, 2022
SELL
$31.42 - $36.91 $63,028 - $74,041
-2,006 Reduced 1.26%
157,593 $5.4 Million
Q4 2021

Jan 12, 2022
SELL
$35.28 - $37.98 $1.13 Million - $1.21 Million
-31,909 Reduced 16.66%
159,599 $5.82 Million
Q3 2021

Oct 12, 2021
BUY
$35.68 - $38.17 $533,130 - $570,336
14,942 Added 8.46%
191,508 $6.94 Million
Q2 2021

Jul 21, 2021
SELL
$35.87 - $38.34 $218,089 - $233,107
-6,080 Reduced 3.33%
176,566 $6.5 Million
Q1 2021

Apr 19, 2021
SELL
$33.6 - $35.9 $186,177 - $198,921
-5,541 Reduced 2.94%
182,646 $6.46 Million
Q3 2020

Oct 28, 2020
SELL
$27.73 - $30.19 $595,862 - $648,722
-21,488 Reduced 10.25%
188,187 $5.51 Million
Q2 2020

Aug 05, 2020
BUY
$22.87 - $29.3 $1.34 Million - $1.71 Million
58,427 Added 38.63%
209,675 $5.79 Million
Q1 2020

May 04, 2020
BUY
$20.71 - $31.78 $2.67 Million - $4.1 Million
128,882 Added 576.24%
151,248 $3.62 Million
Q4 2019

Jan 31, 2020
BUY
$28.52 - $31.66 $637,878 - $708,107
22,366 New
22,366 $701,000

Others Institutions Holding SPDW

# of Institutions
1,038
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
  • Industry ETFs
More about SPDW
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