Wealthsource Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wealthsource Partners, LLC holds 7,123 shares of SPDW stock, worth $311,702. This represents 0.02% of its overall portfolio holdings.

Number of Shares

7,123

Holding current value

$311,702

% of portfolio

0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 12, 2024	BUY	$29.46 - $34.07 $209,843 - $242,680	7,123 New	7,123 $242,000
Q1 2020 May 12, 2020	SELL	$20.71 - $31.78 $599,927 - $920,603	-28,968 Closed	0 $0
Q4 2019 Feb 12, 2020	SELL	$28.52 - $31.66 $1.7 Million - $1.88 Million	-59,485 Reduced 67.25%	28,968 $908,000
Q3 2019 Nov 15, 2019	SELL	$29.1 - $29.66 $1.97 Million - $2 Million	-67,539 Reduced 43.3%	88,453 $2.6 Million
Q2 2019 Aug 09, 2019	SELL	N/A	-43,732 Reduced 21.9%	155,992 $4.62 Million

Q1 2019 May 16, 2019	BUY	N/A	60,391 Added 43.34%	199,724 $5.83 Million
Q4 2018 Feb 06, 2019	SELL	N/A	-287 Reduced 0.21%	139,333 $3.69 Million
Q3 2018 Nov 13, 2018	BUY	N/A	7,676 Added 5.82%	139,620 $4.3 Million
Q2 2018 Aug 14, 2018	BUY	N/A	43,368 Added 48.96%	131,944 $4.01 Million
Q1 2018 Apr 16, 2018	BUY	N/A	88,576 New	88,576 $2.78 Million

Others Institutions Holding SPDW

# of Institutions

1,193

Shares Held

607M

Call Options Held

5.2K

Put Options Held

13K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Wealthsource Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History