Beta Wealth Group, Inc. Spdr Portfolio Transaction History

Beta Wealth Group, Inc.

$199 Million
Q1 2025

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 31, 2025	BUY	$54.13 - $59.56 $10,447 - $11,495	193 Added 0.89%	21,875 $1.2 Million
Q3 2024 Nov 01, 2024	BUY	$50.29 - $54.92 $61,052 - $66,672	1,214 Added 5.93%	21,682 $1.19 Million
Q2 2024 Aug 12, 2024	BUY	$49.54 - $53.39 $48,846 - $52,642	986 Added 5.06%	20,468 $1.05 Million
Q1 2024 May 14, 2024	SELL	$47.16 - $53.34 $26,551 - $30,030	-563 Reduced 2.81%	19,482 $1.04 Million
Q4 2023 Feb 09, 2024	BUY	$40.76 - $49.2 $32,118 - $38,769	788 Added 4.09%	20,045 $976,000
Q3 2023 Nov 13, 2023	BUY	$43.23 - $47.8 $6,873 - $7,600	159 Added 0.83%	19,257 $843,000
Q2 2023 Aug 11, 2023	BUY	$42.21 - $45.89 $4,347 - $4,726	103 Added 0.54%	19,098 $876,000
Q1 2023 May 09, 2023	BUY	$41.67 - $47.74 $1,500 - $1,718	36 Added 0.19%	18,995 $834,000
Q4 2022 Feb 10, 2023	SELL	$39.32 - $45.21 $29,411 - $33,817	-748 Reduced 3.8%	18,959 $805,000
Q3 2022 Nov 01, 2022	BUY	$38.55 - $46.17 $77 - $92	2 Added 0.01%	19,707 $760,000
Q2 2022 Aug 05, 2022	SELL	$38.67 - $47.45 $8,778 - $10,771	-227 Reduced 1.14%	19,705 $782,000
Q1 2022 May 12, 2022	BUY	$44.15 - $50.14 $879,997 - $999,390	19,932 New	19,932 $940,000

Others Institutions Holding SPMD

# of Institutions

751

Shares Held

216M

Call Options Held

14.1K

Put Options Held

700

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