Carson Allaria Wealth Management, Ltd. Spdr Portfolio Transaction History

Carson Allaria Wealth Management, Ltd.

$185 Million
Q3 2025

A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Spdr Portfolio stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 86,438 shares of SPMD stock, worth $4.87 Million. This represents 2.67% of its overall portfolio holdings.

Number of Shares

86,438

Previous 73,592 17.46%

Holding current value

$4.87 Million

Previous $4 Million 23.54%

% of portfolio

2.67%

Previous 2.23%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$54.43 - $58.29 $699,207 - $748,793	12,846 Added 17.46%	86,438 $4.94 Million
Q2 2025 Jul 24, 2025	BUY	$44.89 - $54.38 $554,840 - $672,136	12,360 Added 20.19%	73,592 $4 Million
Q1 2025 Apr 28, 2025	BUY	$50.21 - $57.73 $1.44 Million - $1.66 Million	28,688 Added 88.15%	61,232 $3.13 Million
Q4 2024 Jan 27, 2025	BUY	$54.13 - $59.56 $965,787 - $1.06 Million	17,842 Added 121.36%	32,544 $1.78 Million
Q3 2024 Oct 21, 2024	BUY	$50.29 - $54.92 $694,907 - $758,884	13,818 Added 1563.12%	14,702 $803,000
Q4 2023 Feb 08, 2024	SELL	$40.76 - $49.2 $34,605 - $41,770	-849 Reduced 48.99%	884 $43,000
Q3 2023 Nov 09, 2023	BUY	$43.23 - $47.8 $74,917 - $82,837	1,733 New	1,733 $75,000

Others Institutions Holding SPMD

# of Institutions

794

Shares Held

225M

Call Options Held

11.2K

Put Options Held

View Full List

About SPDR PORTFOLIO

Ticker SPMD
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Carson Allaria Wealth Management, Ltd. Spdr Portfolio Transaction History