A detailed history of Bcs Wealth Management transactions in Spdr Portfolio stock. As of the latest transaction made, Bcs Wealth Management holds 10,928 shares of SPMD stock, worth $621,584. This represents 0.25% of its overall portfolio holdings.

Number of Shares
10,928
Previous 11,761 7.08%
Holding current value
$621,584
Previous $603,000 0.83%
% of portfolio
0.25%
Previous 0.29%

Shares

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

Oct 17, 2024

SELL
$50.29 - $54.92 $41,891 - $45,748
-833 Reduced 7.08%
10,928 $598,000
Q2 2024

Jul 16, 2024

BUY
$49.54 - $53.39 $35,817 - $38,600
723 Added 6.55%
11,761 $603,000
Q1 2024

Apr 10, 2024

BUY
$47.16 - $53.34 $17,402 - $19,682
369 Added 3.46%
11,038 $589,000
Q4 2023

Jan 11, 2024

BUY
$40.76 - $49.2 $76,710 - $92,594
1,882 Added 21.42%
10,669 $520,000
Q3 2023

Oct 12, 2023

BUY
$43.23 - $47.8 $72,280 - $79,921
1,672 Added 23.5%
8,787 $385,000
Q2 2023

Jul 19, 2023

BUY
$42.21 - $45.89 $38,664 - $42,035
916 Added 14.78%
7,115 $327,000
Q1 2023

Apr 10, 2023

BUY
$41.67 - $47.74 $258,312 - $295,940
6,199 New
6,199 $272,000

Others Institutions Holding SPMD

About SPDR PORTFOLIO


  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
More about SPMD
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