Arkadios Wealth Advisors Spdr Index Shs Fds S Spdr Port Transaction History

Arkadios Wealth Advisors

$1.23 Billion
Q1 2024

A detailed history of Arkadios Wealth Advisors transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Arkadios Wealth Advisors holds 60,637 shares of SPGM stock, worth $3.69 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

60,637

Previous 62,057 2.29%

Holding current value

$3.69 Million

Previous $3.43 Million 5.36%

% of portfolio

0.29%

Previous 0.3%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	SELL	$54.21 - $59.68 $76,978 - $84,745	-1,420 Reduced 2.29%	60,637 $3.62 Million
Q4 2023 Jan 24, 2024	SELL	$48.07 - $55.48 $70,566 - $81,444	-1,468 Reduced 2.31%	62,057 $3.43 Million
Q3 2023 Oct 13, 2023	BUY	$50.1 - $54.28 $181,562 - $196,710	3,624 Added 6.05%	63,525 $3.21 Million
Q2 2023 Jul 26, 2023	BUY	$49.47 - $52.62 $160,134 - $170,330	3,237 Added 5.71%	59,901 $3.14 Million
Q1 2023 May 02, 2023	BUY	$46.63 - $51.08 $62,204 - $68,140	1,334 Added 2.41%	56,664 $2.83 Million

Q4 2022 Jan 11, 2023	BUY	$45.27 - $49.46 $22,091 - $24,136	488 Added 0.89%	55,330 $0
Q3 2022 Oct 21, 2022	BUY	N/A	10,583 Added 23.91%	54,842 $2.35 Million
Q2 2022 Jul 14, 2022	SELL	N/A	-267 Reduced 0.6%	44,259 $2.04 Million
Q1 2022 May 02, 2022	BUY	N/A	3,053 Added 7.36%	44,526 $2.44 Million
Q4 2021 Feb 03, 2022	BUY	N/A	32,662 Added 370.7%	41,473 $2.4 Million
Q3 2021 Oct 19, 2021	BUY	N/A	8,811 New	8,811 $482,000

Others Institutions Holding SPGM

# of Institutions

120

Shares Held

9.83M

Call Options Held

Put Options Held

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About SPDR INDEX SHS FDS S SPDR PORT

Ticker SPGM
Sector ETFs
Industry ETFs

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Arkadios Wealth Advisors Spdr Index Shs Fds S Spdr Port Transaction History