Mc Clarren Financial Advisors, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Mc Clarren Financial Advisors, Inc.

  • $35.6 Million
  • Q4 2024

A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 18,868 shares of SPDW stock, worth $684,719. This represents 1.8% of its overall portfolio holdings.

Number of Shares
18,868
Previous 17,173 9.87%
Holding current value
$684,719
Previous $4.29 Million 85.01%
% of portfolio
1.8%
Previous 0.54%

Shares

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

Jan 29, 2025
BUY
$34.13 - $37.35 $57,850 - $63,308
1,695 Added 9.87%
18,868 $643,000
Q3 2024

Oct 18, 2024
BUY
$33.74 - $37.96 $548,646 - $617,267
16,261 Added 1783.0%
17,173 $4.29 Million
Q2 2024

Jul 26, 2024
SELL
$34.2 - $36.64 $658,828 - $705,832
-19,264 Reduced 95.48%
912 $666,000
Q1 2024

Jul 26, 2024
BUY
$32.85 - $35.9 $627,435 - $685,690
19,100 Added 1775.09%
20,176 $724,000
Q1 2024

May 03, 2024
SELL
$32.85 - $35.9 $632,493 - $691,218
-19,254 Reduced 94.71%
1,076 $724,000
Q4 2023

Feb 02, 2024
BUY
$29.46 - $34.07 $6,186 - $7,154
210 Added 1.04%
20,330 $691,000
Q3 2023

Nov 03, 2023
SELL
$30.88 - $33.58 $92 - $100
-3 Reduced 0.01%
20,120 $622,000
Q2 2023

Aug 04, 2023
BUY
$31.7 - $33.66 $15,564 - $16,527
491 Added 2.5%
20,123 $654,000
Q1 2023

May 05, 2023
SELL
$29.83 - $32.71 $6,473 - $7,098
-217 Reduced 1.09%
19,632 $614,000
Q4 2022

Jan 30, 2023
SELL
$25.7 - $31.02 $231 - $279
-9 Reduced 0.05%
19,849 $589,000
Q3 2022

Oct 31, 2022
BUY
$25.67 - $30.93 $509,754 - $614,207
19,858 New
19,858 $512,000
Q2 2022

Aug 11, 2022
SELL
$28.57 - $34.74 $656,395 - $798,151
-22,975 Closed
0 $0
Q1 2022

Apr 29, 2022
SELL
$31.42 - $36.91 $3,613 - $4,244
-115 Reduced 0.5%
22,975 $787,000
Q4 2021

Jan 19, 2022
BUY
$35.28 - $37.98 $6,562 - $7,064
186 Added 0.81%
23,090 $842,000
Q3 2021

Oct 15, 2021
SELL
$35.68 - $38.17 $57,480 - $61,491
-1,611 Reduced 6.57%
22,904 $829,000
Q2 2021

Jul 23, 2021
SELL
$35.87 - $38.34 $25,395 - $27,144
-708 Reduced 2.81%
24,515 $900,000
Q1 2021

Apr 21, 2021
SELL
$33.6 - $35.9 $6,081 - $6,497
-181 Reduced 0.71%
25,223 $891,000
Q4 2020

Jan 29, 2021
BUY
$28.3 - $34.03 $718,933 - $864,498
25,404 New
25,404 $857,000

Others Institutions Holding SPDW

# of Institutions
992
Shares Held
507M
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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