Carson Allaria Wealth Management, Ltd. Spdr Portfolio Transaction History

Carson Allaria Wealth Management, Ltd.

  • $180 Million
  • Q2 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 73,592 shares of SPMD stock, worth $4.24 Million. This represents 2.23% of its overall portfolio holdings.

Number of Shares
73,592
Previous 61,232 20.19%
Holding current value
$4.24 Million
Previous $3.13 Million 27.71%
% of portfolio
2.23%
Previous 1.88%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
781
Shares Held
224M
Call Options Held
11.2K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

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