WEALTHSPIRE ADVISORS, LLC – SPDR S&P Dividend ETF Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$15.91M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-6.06%
quarter
SPDR S&P Dividend ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.76% | 2.47K shares | -732K | $111.5 | 142.68K |
| Q2 2022 | share | Decrease | -4.86% | -7.15K shares | -2.23M | $118.69 | 140.21K |
| Q1 2022 | share | Decrease | -8.93% | -14.45K shares | -2.01M | $128.11 | 147.37K |
| Q4 2021 | share | Decrease | -10.34% | -18.66K shares | -322K | $128.84 | 161.82K |
| Q3 2021 | share | Decrease | -10.92% | -22.12K shares | -3.55M | $117.55 | 180.49K |
| Q2 2021 | share | Increase | +64.82% | 79.68K shares | 10.26M | $121.41 | 202.61K |
| Q1 2021 | share | Increase | +7.56% | 8.63K shares | 2.40M | $116.45 | 122.93K |
| Q4 2020 | share | Increase | 0.00% | 114.29K shares | 12.10M | $103.79 | 114.29K |
| Q3 2020 | share | Increase | +20.04% | 8.95K shares | 881K | $89.7 | 53.62K |
| Q2 2020 | share | Decrease | -40.93% | -30.95K shares | -1.96M | $87.89 | 44.67K |
| Q1 2020 | share | Increase | +15.51% | 10.15K shares | -1.00M | $76.4 | 75.62K |
| Q4 2019 | share | Decrease | -0.81% | -536 shares | 270K | $101.97 | 65.47K |
| Q3 2019 | share | Decrease | -3.87% | -2.65K shares | -154K | $96.55 | 66.01K |
| Q2 2019 | share | Increase | +21.32% | 12.06K shares | 1.3M | $94.29 | 68.66K |
| Q1 2019 | share | Decrease | -21.57% | -15.56K shares | -833K | $92.34 | 56.6K |
| Q4 2018 | share | Increase | 0.00% | 72.16K shares | 6.46M | $82.71 | 72.16K |