Smith, Salley & Associates Spdr Ser Tr Fds Spdr Portfolio Transaction History

Smith, Salley & Associates

  • $1.84 Billion
  • Q3 2025

A detailed history of Smith, Salley & Associates transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Smith, Salley & Associates holds 6,880 shares of SPDW stock, worth $301,068. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,880
Previous 6,880 -0.0%
Holding current value
$301,068
Previous $278,000 5.76%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 24, 2024
SELL
$29.46 - $34.07 $35,882 - $41,497
-1,218 Reduced 15.04%
6,880 $233,000
Q2 2023

Aug 04, 2023
SELL
$31.7 - $33.66 $1,585 - $1,682
-50 Reduced 0.61%
8,098 $263,000
Q2 2022

Aug 01, 2022
BUY
$28.57 - $34.74 $34,798 - $42,313
1,218 Added 17.58%
8,148 $235,000
Q1 2022

May 10, 2022
SELL
$31.42 - $36.91 $21,428 - $25,172
-682 Reduced 8.96%
6,930 $238,000
Q4 2021

Feb 10, 2022
BUY
$35.28 - $37.98 $24,060 - $25,902
682 Added 9.84%
7,612 $278,000
Q3 2020

Nov 05, 2020
BUY
$27.73 - $30.19 $192,168 - $209,216
6,930 New
6,930 $203,000

Others Institutions Holding SPDW

# of Institutions
1,199
Shares Held
609M
Call Options Held
5.2K
Put Options Held
13K
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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