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

Mutual Advisors, LLC

$3.31 Billion
Q4 2024

A detailed history of Mutual Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Mutual Advisors, LLC holds 69,747 shares of SPDW stock, worth $2.56 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

69,747

Previous 71,922 3.02%

Holding current value

$2.56 Million

Previous $2.7 Million 11.88%

% of portfolio

0.07%

Previous 0.08%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$34.13 - $37.35 $74,232 - $81,236	-2,175 Reduced 3.02%	69,747 $2.38 Million
Q3 2024 Oct 25, 2024	SELL	$33.74 - $37.96 $3.83 Million - $4.31 Million	-113,538 Reduced 61.22%	71,922 $2.7 Million
Q2 2024 Jul 30, 2024	BUY	$34.2 - $36.64 $361,083 - $386,845	10,558 Added 6.04%	185,460 $6.51 Million
Q1 2024 May 02, 2024	SELL	$32.85 - $35.9 $2.89 Million - $3.16 Million	-87,955 Reduced 33.46%	174,902 $6.27 Million
Q4 2023 Jan 12, 2024	BUY	$29.46 - $34.07 $2.69 Million - $3.11 Million	91,370 Added 53.28%	262,857 $8.94 Million
Q3 2023 Nov 13, 2023	SELL	$30.88 - $33.58 $3.9 Million - $4.24 Million	-126,173 Reduced 42.39%	171,487 $5.32 Million
Q2 2023 Jul 31, 2023	BUY	$31.7 - $33.66 $3.23 Million - $3.43 Million	101,977 Added 52.11%	297,660 $9.69 Million
Q1 2023 Apr 11, 2023	BUY	$29.83 - $32.71 $159,829 - $175,260	5,358 Added 2.82%	195,683 $6.29 Million
Q4 2022 Jan 12, 2023	BUY	$25.7 - $31.02 $881,458 - $1.06 Million	34,298 Added 21.98%	190,325 $0
Q3 2022 Nov 03, 2022	SELL	$25.67 - $30.93 $339,716 - $409,327	-13,234 Reduced 7.82%	156,027 $4.03 Million
Q2 2022 Aug 15, 2022	BUY	$28.57 - $34.74 $1.3 Million - $1.59 Million	45,639 Added 36.92%	169,261 $4.88 Million
Q1 2022 May 09, 2022	SELL	$31.42 - $36.91 $1.19 Million - $1.4 Million	-38,026 Reduced 23.52%	123,622 $4.24 Million
Q4 2021 Feb 14, 2022	SELL	$35.28 - $37.98 $1.92 Million - $2.06 Million	-54,314 Reduced 25.15%	161,648 $5.9 Million
Q3 2021 Nov 15, 2021	BUY	$35.68 - $38.17 $2.78 Million - $2.98 Million	77,957 Added 56.49%	215,962 $7.82 Million
Q2 2021 Aug 12, 2021	BUY	$35.87 - $38.34 $3.14 Million - $3.36 Million	87,558 Added 173.56%	138,005 $5.08 Million
Q1 2021 May 13, 2021	SELL	$33.6 - $35.9 $956,424 - $1.02 Million	-28,465 Reduced 36.07%	50,447 $1.78 Million
Q4 2020 Feb 11, 2021	BUY	$28.3 - $34.03 $121,633 - $146,260	4,298 Added 5.76%	78,912 $2.66 Million
Q3 2020 Nov 13, 2020	SELL	$27.73 - $30.19 $68,326 - $74,388	-2,464 Reduced 3.2%	74,614 $2.18 Million
Q2 2020 Aug 05, 2020	BUY	$22.87 - $29.3 $353,455 - $452,831	15,455 Added 25.08%	77,078 $2.13 Million
Q1 2020 May 13, 2020	SELL	$20.71 - $31.78 $1.29 Million - $1.98 Million	-62,451 Reduced 50.33%	61,623 $1.48 Million
Q4 2019 Feb 11, 2020	BUY	$28.52 - $31.66 $2.44 Million - $2.71 Million	85,604 Added 222.52%	124,074 $3.89 Million
Q3 2019 Nov 01, 2019	SELL	$29.1 - $29.66 $489,171 - $498,584	-16,810 Reduced 30.41%	38,470 $1.13 Million
Q2 2019 Aug 15, 2019	BUY	N/A	34,153 Added 161.66%	55,280 $1.64 Million
Q1 2019 May 15, 2019	BUY	N/A	5,332 Added 33.76%	21,127 $617,000
Q4 2018 Feb 15, 2019	BUY	N/A	2,269 Added 16.78%	15,795 $418,000
Q3 2018 Nov 15, 2018	BUY	N/A	1,337 Added 10.97%	13,526 $416,000
Q2 2018 Aug 15, 2018	BUY	N/A	2,661 Added 27.93%	12,189 $371,000
Q1 2018 May 11, 2018	BUY	N/A	9,528 New	9,528 $299,000

Others Institutions Holding SPDW

# of Institutions

1,021

Shares Held

529M

Call Options Held

500

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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