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

Ivc Wealth Advisors LLC

  • $181 Million
  • Q3 2024

A detailed history of Ivc Wealth Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 11,243 shares of SPDW stock, worth $385,859. This represents 0.23% of its overall portfolio holdings.

Number of Shares
11,243
Previous 11,910 5.6%
Holding current value
$385,859
Previous $417,000 1.2%
% of portfolio
0.23%
Previous 0.23%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$33.74 - $37.96 $22,504 - $25,319
-667 Reduced 5.6%
11,243 $422,000
Q2 2024

Jul 16, 2024
SELL
$34.2 - $36.64 $69,255 - $74,196
-2,025 Reduced 14.53%
11,910 $417,000
Q1 2024

Apr 19, 2024
SELL
$32.85 - $35.9 $13,172 - $14,395
-401 Reduced 2.8%
13,935 $499,000
Q4 2023

Jan 10, 2024
SELL
$29.46 - $34.07 $27,604 - $31,923
-937 Reduced 6.14%
14,336 $487,000
Q3 2023

Oct 05, 2023
SELL
$30.88 - $33.58 $33,998 - $36,971
-1,101 Reduced 6.72%
15,273 $473,000
Q2 2023

Jul 13, 2023
BUY
$31.7 - $33.66 $44,855 - $47,628
1,415 Added 9.46%
16,374 $532,000
Q1 2023

Apr 13, 2023
BUY
$29.83 - $32.71 $626 - $686
21 Added 0.14%
14,959 $480,000
Q4 2022

Jan 17, 2023
BUY
$25.7 - $31.02 $33,024 - $39,860
1,285 Added 9.41%
14,938 $0
Q3 2022

Oct 12, 2022
BUY
$25.67 - $30.93 $47,053 - $56,694
1,833 Added 15.51%
13,653 $352,000
Q2 2022

Jul 11, 2022
SELL
$28.57 - $34.74 $554,686 - $674,477
-19,415 Reduced 62.16%
11,820 $341,000
Q1 2022

Apr 27, 2022
BUY
$31.42 - $36.91 $156,974 - $184,402
4,996 Added 19.04%
31,235 $1.07 Million
Q4 2021

Jan 13, 2022
BUY
$35.28 - $37.98 $125,949 - $135,588
3,570 Added 15.75%
26,239 $957,000
Q3 2021

Oct 08, 2021
BUY
$35.68 - $38.17 $40,889 - $43,742
1,146 Added 5.32%
22,669 $821,000
Q2 2021

Jul 13, 2021
BUY
$35.87 - $38.34 $97,817 - $104,553
2,727 Added 14.51%
21,523 $792,000
Q1 2021

Apr 20, 2021
BUY
$33.6 - $35.9 $215,376 - $230,119
6,410 Added 51.75%
18,796 $665,000
Q4 2020

Feb 01, 2021
BUY
$28.3 - $34.03 $350,523 - $421,495
12,386 New
12,386 $418,000

Others Institutions Holding SPDW

# of Institutions
956
Shares Held
487M
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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