Carson Allaria Wealth Management, Ltd. Spdr Portfolio Transaction History

Carson Allaria Wealth Management, Ltd.

  • $167 Million
  • Q1 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 61,232 shares of SPMD stock, worth $3.23 Million. This represents 1.88% of its overall portfolio holdings.

Number of Shares
61,232
Previous 32,544 88.15%
Holding current value
$3.23 Million
Previous $1.78 Million 76.11%
% of portfolio
1.88%
Previous 1.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
734
Shares Held
215M
Call Options Held
14.1K
Put Options Held
700
View Full List

About SPDR PORTFOLIO

SPMD Quotes by TradingView
  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
More about SPMD
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