Cassaday & CO Wealth Management LLC Spdr Portfolio Transaction History

Cassaday & CO Wealth Management LLC

  • $2.91 Billion
  • Q2 2024

A detailed history of Cassaday & CO Wealth Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 5,402 shares of SPMD stock, worth $295,111. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,402
Previous 7,298 25.98%
Holding current value
$295,111
Previous $389,000 28.79%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
SELL
$49.54 - $53.39 $93,927 - $101,227
-1,896 Reduced 25.98%
5,402 $277,000
Q1 2024

May 08, 2024
BUY
$47.16 - $53.34 $74,842 - $84,650
1,587 Added 27.79%
7,298 $389,000
Q4 2023

Feb 09, 2024
BUY
$40.76 - $49.2 $232,780 - $280,981
5,711 New
5,711 $278,000
Q4 2022

Feb 07, 2023
BUY
$39.32 - $45.21 $188,618 - $216,872
4,797 New
4,797 $0

Others Institutions Holding SPMD

# of Institutions
619
Shares Held
178M
Call Options Held
100
Put Options Held
300
View Full List

About SPDR PORTFOLIO

SPMD Quotes by TradingView
  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
More about SPMD
Track This Portfolio

Track Cassaday & CO Wealth Management LLC Portfolio

Follow Cassaday & CO Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cassaday & CO Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassaday & CO Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email