Lwm Advisory Services, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Lwm Advisory Services, LLC

$139 Million
Q4 2024

A detailed history of Lwm Advisory Services, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 24,909 shares of SPDW stock, worth $907,434. This represents 0.61% of its overall portfolio holdings.

Number of Shares

24,909

Previous 27,212 8.46%

Holding current value

$907,434

Previous $1.02 Million 16.83%

% of portfolio

0.61%

Previous 0.78%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$34.13 - $37.35 $78,601 - $86,017	-2,303 Reduced 8.46%	24,909 $850,000
Q3 2024 Nov 13, 2024	SELL	$33.74 - $37.96 $153,618 - $172,831	-4,553 Reduced 14.33%	27,212 $1.02 Million
Q2 2024 Aug 08, 2024	SELL	$34.2 - $36.64 $9,781 - $10,479	-286 Reduced 0.89%	31,765 $1.11 Million
Q1 2024 May 09, 2024	SELL	$32.85 - $35.9 $254,193 - $277,794	-7,738 Reduced 19.45%	32,051 $1.15 Million
Q4 2023 Feb 05, 2024	BUY	$29.46 - $34.07 $46,428 - $53,694	1,576 Added 4.12%	39,789 $1.35 Million
Q3 2023 Nov 02, 2023	BUY	$30.88 - $33.58 $10,808 - $11,753	350 Added 0.92%	38,213 $1.18 Million
Q2 2023 Aug 07, 2023	BUY	$31.7 - $33.66 $31,414 - $33,357	991 Added 2.69%	37,863 $1.23 Million
Q1 2023 May 02, 2023	BUY	$29.83 - $32.71 $336,989 - $369,524	11,297 Added 44.17%	36,872 $1.18 Million
Q4 2022 Feb 07, 2023	BUY	$25.7 - $31.02 $81,083 - $97,868	3,155 Added 14.07%	25,575 $759,000
Q3 2022 Nov 16, 2022	BUY	$25.67 - $30.93 $168,805 - $203,395	6,576 Added 41.5%	22,420 $578,000
Q2 2022 Aug 15, 2022	BUY	$28.57 - $34.74 $4,999 - $6,079	175 Added 1.12%	15,844 $457,000
Q1 2022 May 09, 2022	SELL	$31.42 - $36.91 $3,361 - $3,949	-107 Reduced 0.68%	15,669 $537,000
Q4 2021 Feb 18, 2022	BUY	$35.28 - $37.98 $556,577 - $599,172	15,776 New	15,776 $576,000

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

Ticker SPDW
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Lwm Advisory Services, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History