Visionary Wealth Advisors Spdr Ser Tr Fds Spdr Portfolio Transaction History

Visionary Wealth Advisors

$1.57 Billion
Q3 2024

A detailed history of Visionary Wealth Advisors transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Visionary Wealth Advisors holds 55,500 shares of SPDW stock, worth $1.91 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

55,500

Previous 51,373 8.03%

Holding current value

$1.91 Million

Previous $1.8 Million 15.65%

% of portfolio

0.13%

Previous 0.12%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$33.74 - $37.96 $139,244 - $156,660	4,127 Added 8.03%	55,500 $2.08 Million
Q2 2024 Aug 13, 2024	BUY	$34.2 - $36.64 $1.38 Million - $1.48 Million	40,387 Added 367.62%	51,373 $1.8 Million
Q1 2024 May 15, 2024	BUY	$32.85 - $35.9 $8,475 - $9,262	258 Added 2.4%	10,986 $393,000
Q4 2023 Feb 14, 2024	SELL	$29.46 - $34.07 $2.53 Million - $2.92 Million	-85,816 Reduced 88.89%	10,728 $364,000
Q3 2023 Nov 13, 2023	SELL	$30.88 - $33.58 $207,451 - $225,590	-6,718 Reduced 6.51%	96,544 $2.99 Million
Q2 2023 Aug 11, 2023	BUY	$31.7 - $33.66 $39,720 - $42,175	1,253 Added 1.23%	103,262 $3.36 Million
Q1 2023 May 15, 2023	BUY	$29.83 - $32.71 $3.04 Million - $3.34 Million	102,009 New	102,009 $3.28 Million
Q2 2022 Aug 12, 2022	SELL	$28.57 - $34.74 $368,467 - $448,041	-12,897 Reduced 14.8%	74,219 $2.14 Million
Q1 2022 May 12, 2022	BUY	$31.42 - $36.91 $375,751 - $441,406	11,959 Added 15.91%	87,116 $2.99 Million
Q4 2021 Feb 14, 2022	BUY	$35.28 - $37.98 $234,894 - $252,870	6,658 Added 9.72%	75,157 $2.74 Million
Q3 2021 Nov 12, 2021	BUY	$35.68 - $38.17 $12,273 - $13,130	344 Added 0.5%	68,499 $2.48 Million
Q2 2021 Aug 13, 2021	BUY	$35.87 - $38.34 $306,796 - $327,922	8,553 Added 14.35%	68,155 $2.51 Million
Q1 2021 May 18, 2021	BUY	$33.6 - $35.9 $1.02 Million - $1.09 Million	30,462 Added 104.54%	59,602 $2.11 Million
Q4 2020 Feb 16, 2021	BUY	$28.3 - $34.03 $824,662 - $991,634	29,140 New	29,140 $983,000

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 Visionary Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Visionary Wealth Advisors with notifications on news.

Account

Visionary Wealth Advisors Spdr Ser Tr Fds Spdr Portfolio Transaction History