National Wealth Management Group, LLC Spdr Portfolio Transaction History

National Wealth Management Group, LLC

$150 Billion
Q4 2024

A detailed history of National Wealth Management Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, National Wealth Management Group, LLC holds 5,945 shares of SPMD stock, worth $311,815. This represents 0.22% of its overall portfolio holdings.

Number of Shares

5,945

Previous 9,043 34.26%

Holding current value

$311,815

Previous $494 Million 34.24%

% of portfolio

0.22%

Previous 0.33%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$54.13 - $59.56 $167,694 - $184,516	-3,098 Reduced 34.26%	5,945 $325 Million
Q3 2024 Nov 13, 2024	SELL	$50.29 - $54.92 $462,064 - $504,604	-9,188 Reduced 50.4%	9,043 $494 Million
Q2 2024 Aug 09, 2024	BUY	$49.54 - $53.39 $73,864 - $79,604	1,491 Added 8.91%	18,231 $935 Million
Q1 2024 May 17, 2024	BUY	$47.16 - $53.34 $37,680 - $42,618	799 Added 5.01%	16,740 $893 Million
Q4 2023 Feb 01, 2024	BUY	$40.76 - $49.2 $10,067 - $12,152	247 Added 1.57%	15,941 $777 Million
Q3 2023 Nov 13, 2023	BUY	$43.23 - $47.8 $31,125 - $34,416	720 Added 4.81%	15,694 $687 Million
Q2 2023 Aug 09, 2023	BUY	$42.21 - $45.89 $632,052 - $687,156	14,974 New	14,974 $699 Million

Others Institutions Holding SPMD

# of Institutions

720

Shares Held

204M

Call Options Held

2.1K

Put Options Held

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

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National Wealth Management Group, LLC Spdr Portfolio Transaction History