Precedent Wealth Partners, LLC Spdr Portfolio Transaction History

Precedent Wealth Partners, LLC

$360 Billion
Q1 2025

A detailed history of Precedent Wealth Partners, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 11,111 shares of SPMD stock, worth $554,883. This represents 0.16% of its overall portfolio holdings.

Number of Shares

11,111

Previous 23,268 52.25%

Holding current value

$554,883

Previous $1.27 Billion 55.31%

% of portfolio

0.16%

Previous 0.42%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	SELL	$50.21 - $57.73 $610,402 - $701,823	-12,157 Reduced 52.25%	11,111 $569 Million
Q4 2024 Jan 21, 2025	SELL	$54.13 - $59.56 $5.29 Million - $5.83 Million	-97,813 Reduced 80.78%	23,268 $1.27 Billion
Q3 2024 Oct 17, 2024	BUY	$50.29 - $54.92 $2.16 Million - $2.36 Million	43,005 Added 55.08%	121,081 $6.62 Billion
Q2 2024 Jul 23, 2024	BUY	$49.54 - $53.39 $1.63 Million - $1.75 Million	32,842 Added 72.6%	78,076 $4.01 Billion
Q1 2024 Apr 23, 2024	BUY	$47.16 - $53.34 $1.02 Million - $1.15 Million	21,590 Added 91.31%	45,234 $2.41 Billion
Q4 2023 Jan 18, 2024	BUY	$40.76 - $49.2 $963,729 - $1.16 Million	23,644 New	23,644 $1.15 Billion

Others Institutions Holding SPMD

# of Institutions

732

Shares Held

209M

Call Options Held

2.1K

Put Options Held

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

More about SPMD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Precedent Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Precedent Wealth Partners, LLC with notifications on news.

Account

Precedent Wealth Partners, LLC Spdr Portfolio Transaction History