Belpointe Asset Management LLC Spdr Index Shs Fds S Spdr Port Transaction History

Belpointe Asset Management LLC

  • $1.24 Billion
  • Q1 2024

A detailed history of Belpointe Asset Management LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Belpointe Asset Management LLC holds 89,707 shares of SPGM stock, worth $5.49 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
89,707
Previous 57,028 57.3%
Holding current value
$5.49 Million
Previous $3.16 Million 69.67%
% of portfolio
0.43%
Previous 0.3%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
BUY
$54.21 - $59.68 $1.77 Million - $1.95 Million
32,679 Added 57.3%
89,707 $5.35 Million
Q4 2023

Feb 13, 2024
BUY
$48.07 - $55.48 $2.74 Million - $3.16 Million
57,028 New
57,028 $3.16 Million
Q1 2023

May 15, 2023
BUY
$46.63 - $51.08 $652 - $715
14 Added 1.66%
858 $42,000
Q4 2022

Feb 08, 2023
BUY
$45.27 - $49.46 $38,207 - $41,744
844 New
844 $39,000
Q1 2022

Apr 28, 2022
SELL
N/A
-2,757 Closed
0 $0
Q4 2021

Feb 15, 2022
BUY
N/A
398 Added 16.87%
2,757 $159,000
Q3 2021

Nov 15, 2021
BUY
N/A
2,359 New
2,359 $129,000

Others Institutions Holding SPGM

# of Institutions
120
Shares Held
9.83M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR INDEX SHS FDS S SPDR PORT

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