Bartlett & Co. Wealth Management LLC Spdr Portfolio Transaction History

Bartlett & Co. Wealth Management LLC

  • $7.16 Trillion
  • Q2 2025

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 460 shares of SPMD stock, worth $25,217. This represents 0.0% of its overall portfolio holdings.

Number of Shares
460
Previous 460 -0.0%
Holding current value
$25,217
Previous $23.5 Million 6.25%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
$54.13 - $59.56 $108 - $119
-2 Reduced 0.43%
460 $25.2 Million
Q2 2024

Jul 12, 2024
BUY
$49.54 - $53.39 $99 - $106
2 Added 0.43%
462 $23.7 Million
Q1 2024

May 09, 2024
BUY
$47.16 - $53.34 $1,697 - $1,920
36 Added 8.49%
460 $24.5 Million
Q2 2022

Feb 14, 2024
BUY
$38.67 - $47.45 $5,336 - $6,548
138 Added 48.25%
424 $16.8 Million
Q3 2021

Feb 13, 2024
BUY
$45.05 - $48.67 $12,884 - $13,919
286 New
286 $13.2 Million

Others Institutions Holding SPMD

# of Institutions
767
Shares Held
220M
Call Options Held
14.1K
Put Options Held
700
View Full List

About SPDR PORTFOLIO

SPMD Quotes by TradingView
  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
More about SPMD
Track This Portfolio

Track Bartlett & Co. Wealth Management LLC Portfolio

Follow Bartlett & Co. Wealth Management 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 Bartlett & Co. Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email