Canvas Wealth Advisors, LLC Spdr Portfolio Transaction History

Canvas Wealth Advisors, LLC

$389 Million
Q4 2024

A detailed history of Canvas Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 11,922 shares of SPMD stock, worth $648,795. This represents 0.17% of its overall portfolio holdings.

Number of Shares

11,922

Previous 19,816 39.84%

Holding current value

$648,795

Previous $1.08 Million 39.8%

% of portfolio

0.17%

Previous 0.3%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$54.13 - $59.56 $427,302 - $470,166	-7,894 Reduced 39.84%	11,922 $652,000
Q3 2024 Oct 15, 2024	SELL	$50.29 - $54.92 $132,514 - $144,714	-2,635 Reduced 11.74%	19,816 $1.08 Million
Q2 2024 Aug 01, 2024	BUY	$49.54 - $53.39 $64,996 - $70,047	1,312 Added 6.21%	22,451 $1.15 Million
Q1 2024 Apr 23, 2024	SELL	$47.16 - $53.34 $853,784 - $965,667	-18,104 Reduced 46.13%	21,139 $1.13 Million
Q4 2023 Jan 17, 2024	BUY	$40.76 - $49.2 $1.39 Million - $1.67 Million	34,020 Added 651.35%	39,243 $1.91 Million
Q3 2023 Oct 24, 2023	BUY	$43.23 - $47.8 $225,790 - $249,659	5,223 New	5,223 $228,000

Others Institutions Holding SPMD

# of Institutions

714

Shares Held

204M

Call Options Held

2.1K

Put Options Held

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

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Canvas Wealth Advisors, LLC Spdr Portfolio Transaction History