BURT WEALTH ADVISORS – SPDR S&P 500 ETF Trust Transaction History
BURT WEALTH ADVISORS portfolio value:
$18.60M
portfolio value
BURT WEALTH ADVISORS quarter portfolio value change:
-5.32%
quarter
SPDR S&P 500 ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.09% | -575 shares | -1.26M | $357.18 | 52.08K |
| Q2 2022 | share | Decrease | -0.53% | -279 shares | -4.04M | $377.25 | 52.65K |
| Q1 2022 | share | Decrease | -1.45% | -780 shares | -1.60M | $451.64 | 52.93K |
| Q4 2021 | share | Decrease | -6.10% | -3.49K shares | 963K | $476.16 | 53.71K |
| Q3 2021 | share | Decrease | -1.94% | -1.13K shares | -422K | $429.14 | 57.20K |
| Q2 2021 | share | Decrease | -4.05% | -2.46K shares | 874K | $426.68 | 58.33K |
| Q1 2021 | share | Decrease | -1.30% | -803 shares | 1.06M | $393.75 | 60.79K |
| Q4 2020 | share | Decrease | -1.94% | -1.21K shares | 1.99M | $370.23 | 61.60K |
| Q3 2020 | share | Decrease | -3.51% | -2.28K shares | 962K | $330.21 | 62.81K |
| Q2 2020 | share | Decrease | -0.26% | -172 shares | 3.25M | $302.82 | 65.10K |
| Q1 2020 | share | Decrease | -1.92% | -1.27K shares | -4.59M | $252 | 65.27K |
| Q4 2019 | share | Decrease | -2.23% | -1.51K shares | 1.22M | $312.76 | 66.55K |
| Q3 2019 | share | Decrease | -1.96% | -1.36K shares | -143K | $286.98 | 68.06K |
| Q2 2019 | share | Decrease | -1.48% | -1.04K shares | 437K | $282.02 | 69.42K |
| Q1 2019 | share | Decrease | -0.86% | -611 shares | 2.14M | $270.58 | 70.47K |
| Q4 2018 | share | Decrease | -2.68% | -1.95K shares | -3.46M | $238.35 | 71.08K |
| Q3 2018 | share | Decrease | -0.02% | -18 shares | 1.41M | $275.61 | 73.04K |
| Q2 2018 | share | Decrease | -5.15% | -3.96K shares | -451K | $256.02 | 73.05K |
| Q1 2018 | share | Decrease | -1.52% | -1.18K shares | -602K | $247.24 | 77.02K |
| Q4 2017 | share | Decrease | -0.87% | -690 shares | 1.05M | $249.73 | 78.21K |
| Q3 2017 | share | Decrease | -4.84% | -4.01K shares | -226K | $233.91 | 78.90K |
| Q2 2017 | share | Increase | +2.04% | 1.66K shares | 894K | $224.02 | 82.91K |
| Q1 2017 | share | Decrease | -5.32% | -4.56K shares | -29K | $217.35 | 81.25K |
| Q4 2016 | share | Decrease | -4.02% | -3.59K shares | -155K | $205.2 | 85.81K |
| Q3 2016 | share | Decrease | -2.25% | -2.06K shares | 178K | $197.4 | 89.40K |
| Q2 2016 | share | Decrease | -3.01% | -2.84K shares | -222K | $190.21 | 91.46K |
| Q1 2016 | share | Decrease | -0.97% | -921 shares | -32K | $185.64 | 94.30K |