Patriot Financial Group Insurance Agency, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Patriot Financial Group Insurance Agency, LLC

  • $704 Million
  • Q4 2024

A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 55,134 shares of SPDW stock, worth $1.97 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
55,134
Previous 51,613 6.82%
Holding current value
$1.97 Million
Previous $1.94 Million 2.94%
% of portfolio
0.27%
Previous 0.27%

Shares

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

Jan 22, 2025
BUY
$34.13 - $37.35 $120,171 - $131,509
3,521 Added 6.82%
55,134 $1.88 Million
Q3 2024

Oct 24, 2024
BUY
$33.74 - $37.96 $22,200 - $24,977
658 Added 1.29%
51,613 $1.94 Million
Q2 2024

Jul 26, 2024
BUY
$34.2 - $36.64 $35,055 - $37,556
1,025 Added 2.05%
50,955 $1.79 Million
Q1 2024

Apr 30, 2024
SELL
$32.85 - $35.9 $67,671 - $73,954
-2,060 Reduced 3.96%
49,930 $1.79 Million
Q4 2023

Jan 19, 2024
BUY
$29.46 - $34.07 $3,682 - $4,258
125 Added 0.24%
51,990 $1.77 Million
Q3 2023

Oct 19, 2023
SELL
$30.88 - $33.58 $417,312 - $453,800
-13,514 Reduced 20.67%
51,865 $1.61 Million
Q2 2023

Jul 17, 2023
BUY
$31.7 - $33.66 $76,238 - $80,952
2,405 Added 3.82%
65,379 $2.13 Million
Q1 2023

Apr 20, 2023
BUY
$29.83 - $32.71 $59,152 - $64,863
1,983 Added 3.25%
62,974 $2.02 Million
Q4 2022

Jan 17, 2023
BUY
$25.7 - $31.02 $282 - $341
11 Added 0.02%
60,991 $0
Q3 2022

Oct 31, 2022
BUY
$25.67 - $30.93 $386,025 - $465,125
15,038 Added 32.73%
60,980 $1.57 Million
Q2 2022

Jul 29, 2022
BUY
$28.57 - $34.74 $2,571 - $3,126
90 Added 0.2%
45,942 $1.33 Million
Q1 2022

May 11, 2022
BUY
$31.42 - $36.91 $219,405 - $257,742
6,983 Added 17.97%
45,852 $1.57 Million
Q4 2021

Jan 10, 2022
BUY
$35.28 - $37.98 $212,667 - $228,943
6,028 Added 18.36%
38,869 $1.42 Million
Q3 2021

Nov 24, 2021
BUY
$35.68 - $38.17 $76,997 - $82,370
2,158 Added 7.03%
32,841 $1.19 Million
Q2 2021

Jul 30, 2021
BUY
$35.87 - $38.34 $127,302 - $136,068
3,549 Added 13.08%
30,683 $1.13 Million
Q1 2021

Apr 29, 2021
SELL
$33.6 - $35.9 $310,632 - $331,895
-9,245 Reduced 25.41%
27,134 $959,000
Q4 2020

Jan 15, 2021
SELL
$28.3 - $34.03 $367 - $442
-13 Reduced 0.04%
36,379 $1.23 Million
Q3 2020

Oct 21, 2020
BUY
$27.73 - $30.19 $74,316 - $80,909
2,680 Added 7.95%
36,392 $1.07 Million
Q2 2020

Jul 10, 2020
BUY
$22.87 - $29.3 $58,066 - $74,392
2,539 Added 8.14%
33,712 $931,000
Q1 2020

Apr 15, 2020
BUY
$20.71 - $31.78 $214,472 - $329,113
10,356 Added 49.75%
31,173 $746,000
Q4 2019

Jan 22, 2020
BUY
$28.52 - $31.66 $137,181 - $152,284
4,810 Added 30.05%
20,817 $653,000
Q3 2019

Oct 25, 2019
BUY
$29.1 - $29.66 $143,928 - $146,698
4,946 Added 44.72%
16,007 $470,000
Q2 2019

Aug 07, 2019
BUY
N/A
1,599 Added 16.9%
11,061 $329,000
Q1 2019

Apr 29, 2019
BUY
N/A
181 Added 1.95%
9,462 $276,000
Q4 2018

Feb 04, 2019
BUY
N/A
5,033 Added 118.48%
9,281 $245,000
Q3 2018

Oct 30, 2018
BUY
N/A
4,248 New
4,248 $131,000
Q2 2018

Aug 14, 2018
SELL
N/A
-216 Closed
0 $0
Q4 2017

Feb 14, 2018
BUY
N/A
2 Added 0.93%
216 $7,000
Q2 2017

Aug 08, 2017
BUY
N/A
214
214 $6,000

Others Institutions Holding SPDW

# of Institutions
979
Shares Held
502M
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
Track This Portfolio

Track Patriot Financial Group Insurance Agency, LLC Portfolio

Follow Patriot Financial Group Insurance Agency, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Patriot Financial Group Insurance Agency, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Patriot Financial Group Insurance Agency, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email