A detailed history of Kelly Financial Services LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Kelly Financial Services LLC holds 6,652 shares of SPMD stock, worth $384,352. This represents 0.14% of its overall portfolio holdings.

Number of Shares
6,652
Previous 6,622 0.45%
Holding current value
$384,352
Previous $339,000 7.08%
% of portfolio
0.14%
Previous 0.13%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

BUY
$50.29 - $54.92 $1,508 - $1,647
30 Added 0.45%
6,652 $363,000
Q2 2024

Aug 12, 2024

SELL
$49.54 - $53.39 $4,210 - $4,538
-85 Reduced 1.27%
6,622 $339,000
Q1 2024

Jul 17, 2024

SELL
$47.16 - $53.34 $60,836 - $68,808
-1,290 Reduced 16.13%
6,707 $357,000
Q4 2023

Jul 17, 2024

SELL
$40.76 - $49.2 $18,301 - $22,090
-449 Reduced 5.32%
7,997 $390 Million
Q3 2023

Jul 17, 2024

BUY
$43.23 - $47.8 $11,585 - $12,810
268 Added 3.28%
8,446 $370 Million
Q2 2023

Jul 17, 2024

BUY
$42.21 - $45.89 $11,438 - $12,436
271 Added 3.43%
8,178 $375 Million
Q1 2023

Jul 17, 2024

BUY
$41.67 - $47.74 $68,630 - $78,627
1,647 Added 26.31%
7,907 $347 Million
Q4 2022

Jul 17, 2024

BUY
$39.32 - $45.21 $78,010 - $89,696
1,984 Added 46.4%
6,260 $266 Million
Q3 2022

Jul 17, 2024

BUY
$38.55 - $46.17 $17,540 - $21,007
455 Added 11.91%
4,276 $165 Million
Q2 2022

Jul 17, 2024

BUY
$38.67 - $47.45 $40,100 - $49,205
1,037 Added 37.25%
3,821 $152 Million
Q1 2022

Jul 17, 2024

BUY
$44.15 - $50.14 $3,222 - $3,660
73 Added 2.69%
2,784 $131 Million
Q4 2021

Jul 17, 2024

BUY
$46.63 - $50.95 $68,546 - $74,896
1,470 Added 118.45%
2,711 $135 Million
Q3 2021

Jul 17, 2024

SELL
$45.05 - $48.67 $693,860 - $749,615
-15,402 Reduced 92.54%
1,241 $57.3 Million
Q2 2021

Jul 17, 2024

BUY
$45.87 - $48.58 $763,414 - $808,516
16,643 New
16,643 $353,000

Others Institutions Holding SPMD

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