Arkadios Wealth Advisors Spdr Portfolio Transaction History

Arkadios Wealth Advisors

$1.71 Billion
Q4 2024

A detailed history of Arkadios Wealth Advisors transactions in Spdr Portfolio stock. As of the latest transaction made, Arkadios Wealth Advisors holds 10,987 shares of SPMD stock, worth $622,193. This represents 0.04% of its overall portfolio holdings.

Number of Shares

10,987

Previous 10,951 0.33%

Holding current value

$622,193

Previous $598,000 0.33%

% of portfolio

0.04%

Previous 0.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$54.13 - $59.56 $1,948 - $2,144	36 Added 0.33%	10,987 $600,000
Q3 2024 Oct 24, 2024	BUY	$50.29 - $54.92 $955 - $1,043	19 Added 0.17%	10,951 $598,000
Q2 2024 Jul 29, 2024	BUY	$49.54 - $53.39 $4,260 - $4,591	86 Added 0.79%	10,932 $560,000
Q1 2024 Apr 30, 2024	BUY	$47.16 - $53.34 $28,295 - $32,004	600 Added 5.86%	10,846 $578,000
Q4 2023 Jan 24, 2024	BUY	$40.76 - $49.2 $2,649 - $3,198	65 Added 0.64%	10,246 $499,000
Q3 2023 Oct 13, 2023	BUY	$43.23 - $47.8 $11,239 - $12,428	260 Added 2.62%	10,181 $445,000
Q2 2023 Jul 26, 2023	BUY	$42.21 - $45.89 $15,997 - $17,392	379 Added 3.97%	9,921 $455,000
Q3 2022 Oct 21, 2022	BUY	$38.55 - $46.17 $2,891 - $3,462	75 Added 0.79%	9,542 $368,000
Q2 2022 Jul 14, 2022	SELL	$38.67 - $47.45 $66,821 - $81,993	-1,728 Reduced 15.44%	9,467 $376,000
Q4 2021 Feb 03, 2022	BUY	$46.63 - $50.95 $522,022 - $570,385	11,195 New	11,195 $557,000

Others Institutions Holding SPMD

# of Institutions

679

Shares Held

189M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

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Arkadios Wealth Advisors Spdr Portfolio Transaction History