Alta Wealth Advisors LLC Spdr Portfolio Transaction History

Alta Wealth Advisors LLC

$216 Million
Q1 2025

A detailed history of Alta Wealth Advisors LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 217,241 shares of SPMD stock, worth $10.8 Million. This represents 5.14% of its overall portfolio holdings.

Number of Shares

217,241

Previous 211,714 2.61%

Holding current value

$10.8 Million

Previous $11.6 Million 3.97%

% of portfolio

5.14%

Previous 5.13%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	BUY	$50.21 - $57.73 $277,510 - $319,073	5,527 Added 2.61%	217,241 $11.1 Million
Q4 2024 Jan 23, 2025	BUY	$54.13 - $59.56 $532,801 - $586,249	9,843 Added 4.88%	211,714 $11.6 Million
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

730

Shares Held

208M

Call Options Held

2.1K

Put Options Held

View Full List

About SPDR PORTFOLIO

Ticker SPMD
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Alta Wealth Advisors LLC Spdr Portfolio Transaction History