Narus Financial Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Narus Financial Partners, LLC

$279 Billion
Q3 2024

A detailed history of Narus Financial Partners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Narus Financial Partners, LLC holds 26,069 shares of SPDW stock, worth $894,688. This represents 0.35% of its overall portfolio holdings.

Number of Shares

26,069

Previous 26,540 1.77%

Holding current value

$894,688

Previous $931 Million 5.17%

% of portfolio

0.35%

Previous 0.38%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$33.74 - $37.96 $15,891 - $17,879	-471 Reduced 1.77%	26,069 $979 Million
Q2 2024 Jul 17, 2024	BUY	$34.2 - $36.64 $25,068 - $26,857	733 Added 2.84%	26,540 $931 Million
Q1 2024 Apr 18, 2024	SELL	$32.85 - $35.9 $8,081 - $8,831	-246 Reduced 0.94%	25,807 $925 Million
Q4 2023 Jan 25, 2024	SELL	$29.46 - $34.07 $41,361 - $47,834	-1,404 Reduced 5.11%	26,053 $886 Million
Q3 2023 Oct 30, 2023	BUY	$30.88 - $33.58 $24,580 - $26,729	796 Added 2.99%	27,457 $851 Million
Q2 2023 Aug 30, 2023	BUY	$31.7 - $33.66 $64,160 - $68,127	2,024 Added 8.22%	26,661 $868 Million
Q1 2023 Jun 27, 2023	BUY	$29.83 - $32.71 $734,921 - $805,876	24,637 New	24,637 $791 Million
Q4 2022 Oct 12, 2023	SELL	$25.7 - $31.02 $52,942 - $63,901	-2,060 Reduced 7.87%	24,106 $716 Million
Q3 2022 Oct 12, 2023	SELL	$25.67 - $30.93 $12,706 - $15,310	-495 Reduced 1.86%	26,166 $675 Million
Q2 2022 Oct 12, 2023	BUY	$28.57 - $34.74 $19,313 - $23,484	676 Added 2.54%	27,337 $788 Million
Q1 2022 Sep 12, 2023	BUY	$31.42 - $36.91 $241,305 - $283,468	7,680 Added 28.81%	34,341 $1.18 Billion
Q1 2021 Mar 07, 2024	SELL	$33.6 - $35.9 $77,515 - $82,821	-2,307 Reduced 8.86%	23,746 $840 Million
Q4 2019 May 14, 2024	BUY	$28.52 - $31.66 $31,400 - $34,857	1,101 Added 10.03%	12,083 $379 Million
Q3 2019 May 14, 2024	SELL	$29.1 - $29.66 $431,407 - $439,709	-14,825 Reduced 57.45%	10,982 $322 Million
Q2 2019 May 13, 2024	SELL	N/A	-16,595 Reduced 64.3%	9,212 $273 Million

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

Ticker SPDW
Sector ETFs
Industry ETFs

More about SPDW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Narus Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Narus Financial Partners, LLC with notifications on news.

Account

Narus Financial Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History