Wealth Enhancement Advisory Services, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 2,335,776 shares of SPDW stock, worth $87.1 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

2,335,776

Previous 2,132,796 9.52%

Holding current value

$87.1 Million

Previous $72.8 Million 9.52%

% of portfolio

0.16%

Previous 0.16%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	BUY	$34.13 - $37.35 $6.93 Million - $7.58 Million	202,980 Added 9.52%	2,335,776 $79.7 Million
Q4 2024 Jan 10, 2025	SELL	$34.13 - $37.35 $38,327 - $41,944	-1,123 Reduced 0.05%	2,132,796 $72.8 Million
Q3 2024 Oct 23, 2024	BUY	$33.74 - $37.96 $624,156 - $702,222	18,499 Added 0.87%	2,133,919 $80.1 Million
Q2 2024 Jul 16, 2024	BUY	$34.2 - $36.64 $40.7 Million - $43.6 Million	1,190,546 Added 128.73%	2,115,420 $74.2 Million
Q1 2024 Apr 15, 2024	SELL	$32.85 - $35.9 $2.61 Million - $2.86 Million	-79,532 Reduced 7.92%	924,874 $33.1 Million
Q4 2023 Jan 30, 2024	BUY	$29.46 - $34.07 $3.13 Million - $3.61 Million	106,091 Added 11.81%	1,004,406 $34.2 Million
Q3 2023 Nov 13, 2023	BUY	$30.88 - $33.58 $18 Million - $19.6 Million	584,218 Added 186.0%	898,315 $27.9 Million
Q2 2023 Jul 21, 2023	SELL	$31.7 - $33.66 $47.9 Million - $50.8 Million	-1,510,538 Reduced 82.79%	314,097 $10.2 Million
Q1 2023 Apr 25, 2023	BUY	$29.83 - $32.71 $525,395 - $576,121	17,613 Added 0.97%	1,824,635 $58.6 Million
Q4 2022 Feb 01, 2023	BUY	$25.7 - $31.02 $19,609 - $23,668	763 Added 0.04%	1,807,022 $53.7 Million
Q3 2022 Oct 17, 2022	BUY	$25.67 - $30.93 $4.95 Million - $5.96 Million	192,678 Added 11.94%	1,806,259 $47.4 Million
Q2 2022 Jul 18, 2022	BUY	$28.57 - $34.74 $3.56 Million - $4.33 Million	124,690 Added 8.37%	1,613,581 $46.5 Million
Q1 2022 Apr 18, 2022	BUY	$31.42 - $36.91 $2.53 Million - $2.98 Million	80,645 Added 5.73%	1,488,891 $51.7 Million
Q4 2021 Feb 08, 2022	BUY	$35.28 - $37.98 $3.35 Million - $3.61 Million	94,976 Added 7.23%	1,408,246 $49.2 Million
Q3 2021 Nov 03, 2021	BUY	$35.68 - $38.17 $10.2 Million - $11 Million	287,235 Added 27.99%	1,313,270 $49.2 Million
Q2 2021 Aug 10, 2021	BUY	$35.87 - $38.34 $4.68 Million - $5.01 Million	130,572 Added 14.58%	1,026,035 $37.6 Million
Q1 2021 May 12, 2021	BUY	$33.6 - $35.9 $435,489 - $465,299	12,961 Added 1.47%	895,463 $32.3 Million
Q4 2020 Feb 10, 2021	BUY	$28.3 - $34.03 $1.3 Million - $1.56 Million	45,866 Added 5.48%	882,502 $30.5 Million
Q3 2020 Nov 12, 2020	BUY	$27.73 - $30.19 $847,844 - $923,059	30,575 Added 3.79%	836,636 $25.4 Million
Q2 2020 Oct 13, 2020	BUY	$22.87 - $29.3 $8.7 Million - $11.1 Million	380,477 Added 89.4%	806,061 $23.4 Million
Q2 2020 Aug 10, 2020	SELL	$22.87 - $29.3 $5.03 Million - $6.45 Million	-220,058 Reduced 34.08%	425,584 $13.1 Million
Q1 2020 May 01, 2020	BUY	$20.71 - $31.78 $3.69 Million - $5.66 Million	178,061 Added 38.08%	645,642 $16.4 Million
Q4 2019 Feb 05, 2020	BUY	$28.52 - $31.66 $2.15 Million - $2.38 Million	75,302 Added 19.2%	467,581 $14.7 Million
Q3 2019 Nov 06, 2019	BUY	$29.1 - $29.66 $6.92 Million - $7.05 Million	237,644 Added 153.68%	392,279 $11.5 Million
Q2 2019 Aug 02, 2019	BUY	N/A	107,541 Added 228.35%	154,635 $4.56 Million
Q1 2019 Apr 30, 2019	BUY	N/A	15,410 Added 48.64%	47,094 $1.41 Million
Q4 2018 Feb 04, 2019	BUY	N/A	12,684 Added 66.76%	31,684 $889,000
Q3 2018 Nov 02, 2018	BUY	N/A	4,541 Added 31.41%	19,000 $529,000
Q2 2018 Jul 30, 2018	BUY	N/A	14,459 New	14,459 $445,000

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

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Wealth Enhancement Advisory Services, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History