Alta Wealth Advisors LLC Spdr Portfolio Transaction History

Alta Wealth Advisors LLC

  • $219 Million
  • Q3 2024

A detailed history of Alta Wealth Advisors LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 201,871 shares of SPMD stock, worth $11.1 Million. This represents 5.05% of its overall portfolio holdings.

Number of Shares
201,871
Previous 186,587 8.19%
Holding current value
$11.1 Million
Previous $9.57 Million 15.33%
% of portfolio
5.05%
Previous 4.78%

Shares

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

Oct 18, 2024
BUY
$50.29 - $54.92 $768,632 - $839,397
15,284 Added 8.19%
201,871 $11 Million
Q2 2024

Jul 24, 2024
SELL
$49.54 - $53.39 $63,014 - $67,912
-1,272 Reduced 0.68%
186,587 $9.57 Million
Q1 2024

May 01, 2024
BUY
$47.16 - $53.34 $306,445 - $346,603
6,498 Added 3.58%
187,859 $10 Million
Q4 2023

Feb 12, 2024
BUY
$40.76 - $49.2 $4.15 Million - $5.01 Million
101,794 Added 127.93%
181,361 $8.84 Million
Q3 2023

Oct 19, 2023
BUY
$43.23 - $47.8 $1.35 Million - $1.5 Million
31,296 Added 64.83%
79,567 $3.48 Million
Q2 2023

Jul 17, 2023
BUY
$42.21 - $45.89 $94,043 - $102,242
2,228 Added 4.84%
48,271 $2.22 Million
Q1 2023

Apr 21, 2023
BUY
$41.67 - $47.74 $151,220 - $173,248
3,629 Added 8.56%
46,043 $2.02 Million
Q4 2022

Jan 20, 2023
BUY
$39.32 - $45.21 $243,430 - $279,895
6,191 Added 17.09%
42,414 $0
Q3 2022

Oct 17, 2022
BUY
$38.55 - $46.17 $146,258 - $175,168
3,794 Added 11.7%
36,223 $1.4 Million
Q2 2022

Jul 28, 2022
BUY
$38.67 - $47.45 $247,720 - $303,964
6,406 Added 24.62%
32,429 $1.29 Million
Q1 2022

Apr 27, 2022
BUY
$44.15 - $50.14 $315,054 - $357,799
7,136 Added 37.78%
26,023 $1.23 Million
Q4 2021

Feb 14, 2022
BUY
$46.63 - $50.95 $880,700 - $962,292
18,887 New
18,887 $939,000

Others Institutions Holding SPMD

# of Institutions
655
Shares Held
188M
Call Options Held
1K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

SPMD Quotes by TradingView
  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
More about SPMD
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