A detailed history of Balboa Wealth Partners transactions in Spdr Portfolio stock. As of the latest transaction made, Balboa Wealth Partners holds 5,701 shares of SPMD stock, worth $313,212. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,701
Previous 5,674 0.48%
Holding current value
$313,212
Previous $291,000 6.87%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Nov 06, 2024

BUY
$50.29 - $54.92 $1,357 - $1,482
27 Added 0.48%
5,701 $311,000
Q2 2024

Aug 13, 2024

BUY
$49.54 - $53.39 $9,709 - $10,464
196 Added 3.58%
5,674 $291,000
Q1 2024

May 13, 2024

BUY
$47.16 - $53.34 $10,658 - $12,054
226 Added 4.3%
5,478 $292,000
Q4 2023

Feb 09, 2024

SELL
$40.76 - $49.2 $4,891 - $5,904
-120 Reduced 2.23%
5,252 $255,000
Q3 2023

Oct 23, 2023

SELL
$43.23 - $47.8 $907 - $1,003
-21 Reduced 0.39%
5,372 $235,000
Q2 2023

Aug 08, 2023

BUY
$42.21 - $45.89 $227,638 - $247,484
5,393 New
5,393 $247,000

Others Institutions Holding SPMD

About SPDR PORTFOLIO


  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
More about SPMD
Track This Portfolio

Track Balboa Wealth Partners Portfolio

Follow Balboa Wealth Partners 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 Balboa Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Balboa Wealth Partners with notifications on news.