Stone Point Wealth LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Stone Point Wealth LLC

  • $294 Million
  • Q4 2024

A detailed history of Stone Point Wealth LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Stone Point Wealth LLC holds 18,483 shares of SPDW stock, worth $678,880. This represents 0.21% of its overall portfolio holdings.

Number of Shares
18,483
Previous 18,640 0.84%
Holding current value
$678,880
Previous $700,000 10.0%
% of portfolio
0.21%
Previous 0.23%

Shares

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

Jan 28, 2025
SELL
$34.13 - $37.35 $5,358 - $5,863
-157 Reduced 0.84%
18,483 $630,000
Q3 2024

Oct 31, 2024
SELL
$33.74 - $37.96 $4,217 - $4,745
-125 Reduced 0.67%
18,640 $700,000
Q2 2024

Jul 30, 2024
BUY
$34.2 - $36.64 $2,804 - $3,004
82 Added 0.44%
18,765 $658,000
Q1 2024

May 01, 2024
SELL
$32.85 - $35.9 $11,004 - $12,026
-335 Reduced 1.76%
18,683 $669,000
Q4 2023

Jan 26, 2024
BUY
$29.46 - $34.07 $48,314 - $55,874
1,640 Added 9.44%
19,018 $646,000
Q3 2023

Oct 25, 2023
BUY
$30.88 - $33.58 $4,415 - $4,801
143 Added 0.83%
17,378 $538,000
Q2 2023

Jul 25, 2023
BUY
$31.7 - $33.66 $13,440 - $14,271
424 Added 2.52%
17,235 $560,000
Q1 2023

Apr 20, 2023
SELL
$29.83 - $32.71 $120,572 - $132,213
-4,042 Reduced 19.38%
16,811 $539,000
Q4 2022

Jan 20, 2023
SELL
$25.7 - $31.02 $84,296 - $101,745
-3,280 Reduced 13.59%
20,853 $0
Q3 2022

Nov 03, 2022
SELL
$25.67 - $30.93 $109,225 - $131,607
-4,255 Reduced 14.99%
24,133 $623,000
Q2 2022

Jul 19, 2022
SELL
$28.57 - $34.74 $48,311 - $58,745
-1,691 Reduced 5.62%
28,388 $819,000
Q1 2022

Apr 29, 2022
SELL
$31.42 - $36.91 $52,094 - $61,196
-1,658 Reduced 5.22%
30,079 $1.04 Million
Q4 2021

Feb 10, 2022
BUY
$35.28 - $37.98 $1.12 Million - $1.21 Million
31,737 New
31,737 $1.16 Million

Others Institutions Holding SPDW

# of Institutions
1,043
Shares Held
537M
Call Options Held
2.4K
Put Options Held
2.1K
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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