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 $11.4 Million. This represents 5.05% of its overall portfolio holdings.

Number of Shares
201,871
Previous 186,587 8.19%
Holding current value
$11.4 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
653
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
Track This Portfolio

Track Alta Wealth Advisors LLC Portfolio

Follow Alta Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Alta Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email