Upper Left Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Upper Left Wealth Management, LLC

$112 Million
Q4 2024

A detailed history of Upper Left Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 22,097 shares of SPDW stock, worth $820,240. This represents 0.68% of its overall portfolio holdings.

Number of Shares

22,097

Previous 22,097 -0.0%

Holding current value

$820,240

Previous $829,000 9.05%

% of portfolio

0.68%

Previous 0.72%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$33.74 - $37.96 $15,216 - $17,119	-451 Reduced 2.0%	22,097 $829,000
Q2 2024 Jul 25, 2024	BUY	$34.2 - $36.64 $73,735 - $78,995	2,156 Added 10.57%	22,548 $790,000
Q4 2023 Jan 23, 2024	BUY	$29.46 - $34.07 $16,880 - $19,522	573 Added 2.89%	20,392 $693,000
Q3 2023 Oct 25, 2023	SELL	$30.88 - $33.58 $46,844 - $50,940	-1,517 Reduced 7.11%	19,819 $614,000
Q1 2023 Apr 25, 2023	SELL	$29.83 - $32.71 $66,401 - $72,812	-2,226 Reduced 9.45%	21,336 $685,000
Q4 2022 Jan 17, 2023	SELL	$25.7 - $31.02 $88,742 - $107,112	-3,453 Reduced 12.78%	23,562 $0
Q3 2022 Nov 01, 2022	SELL	$25.67 - $30.93 $284,937 - $343,323	-11,100 Reduced 29.12%	27,015 $714,000
Q2 2022 Jul 08, 2022	BUY	$28.57 - $34.74 $243,702 - $296,332	8,530 Added 28.83%	38,115 $1.1 Million
Q1 2022 Apr 18, 2022	BUY	$31.42 - $36.91 $75,408 - $88,583	2,400 Added 8.83%	29,585 $1.02 Million
Q4 2021 Feb 15, 2022	BUY	$35.28 - $37.98 $959,086 - $1.03 Million	27,185 New	27,185 $998,000

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

Ticker SPDW
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Upper Left Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History