Beta Wealth Group, Inc. Spdr Portfolio Transaction History

Beta Wealth Group, Inc.

$189 Million
Q1 2024

A detailed history of Beta Wealth Group, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 19,482 shares of SPMD stock, worth $999,426. This represents 0.55% of its overall portfolio holdings.

Number of Shares

19,482

Previous 20,045 2.81%

Holding current value

$999,426

Previous $976,000 6.45%

% of portfolio

0.55%

Previous 0.56%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$41.68 - $45.21 $31,176 - $33,817	-748 Reduced 3.8%	18,959 $805,000
Q3 2022 Nov 01, 2022	BUY	N/A	2 Added 0.01%	19,707 $760,000
Q2 2022 Aug 05, 2022	SELL	N/A	-227 Reduced 1.14%	19,705 $782,000
Q1 2022 May 12, 2022	BUY	N/A	19,932 New	19,932 $940,000

Others Institutions Holding SPMD

# of Institutions

590

Shares Held

169M

Call Options Held

Put Options Held

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

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Beta Wealth Group, Inc. Spdr Portfolio Transaction History