Wcg Wealth Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Wcg Wealth Advisors LLC

$1.42 Billion
Q4 2024

A detailed history of Wcg Wealth Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 43,165 shares of SPDW stock, worth $1.61 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

43,165

Previous 54,467 20.75%

Holding current value

$1.61 Million

Previous $2.05 Million 28.01%

% of portfolio

0.1%

Previous 0.14%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 18, 2025	SELL	$34.13 - $37.35 $385,737 - $422,129	-11,302 Reduced 20.75%	43,165 $1.47 Million
Q3 2024 Nov 13, 2024	SELL	$33.74 - $37.96 $944,618 - $1.06 Million	-27,997 Reduced 33.95%	54,467 $2.05 Million
Q2 2024 Aug 12, 2024	SELL	$34.2 - $36.64 $4.18 Million - $4.48 Million	-122,141 Reduced 59.7%	82,464 $2.89 Million
Q1 2024 May 13, 2024	SELL	$32.85 - $35.9 $136,393 - $149,056	-4,152 Reduced 1.99%	204,605 $7.33 Million
Q4 2023 Feb 08, 2024	BUY	$29.46 - $34.07 $355,965 - $411,667	12,083 Added 6.14%	208,757 $7.1 Million
Q3 2023 Nov 09, 2023	BUY	$30.88 - $33.58 $3.45 Million - $3.75 Million	111,809 Added 131.75%	196,674 $6.1 Million
Q2 2023 Aug 14, 2023	SELL	$31.7 - $33.66 $801,090 - $850,621	-25,271 Reduced 22.95%	84,865 $2.76 Million
Q1 2023 May 15, 2023	BUY	$29.83 - $32.71 $2.34 Million - $2.57 Million	78,500 Added 248.14%	110,136 $3.54 Million
Q4 2022 Feb 14, 2023	BUY	$25.7 - $31.02 $813,045 - $981,348	31,636 New	31,636 $939,000

Others Institutions Holding SPDW

# of Institutions

1,041

Shares Held

536M

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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Wcg Wealth Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History