Cavalier Investments, LLC Spdr Portfolio Transaction History

Cavalier Investments, LLC

$285 Million
Q1 2025

A detailed history of Cavalier Investments, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Cavalier Investments, LLC holds 41,502 shares of SPMD stock, worth $2.08 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

41,502

Previous 47,240 12.15%

Holding current value

$2.08 Million

Previous $2.58 Million 17.77%

% of portfolio

0.75%

Previous 0.87%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$50.21 - $57.73 $288,104 - $331,254	-5,738 Reduced 12.15%	41,502 $2.12 Million
Q4 2024 Feb 04, 2025	SELL	$54.13 - $59.56 $281,909 - $310,188	-5,208 Reduced 9.93%	47,240 $2.58 Million
Q3 2024 Oct 24, 2024	SELL	$50.29 - $54.92 $130,955 - $143,011	-2,604 Reduced 4.73%	52,448 $2.87 Million
Q4 2023 Feb 13, 2024	SELL	$40.76 - $49.2 $71,411 - $86,198	-1,752 Reduced 3.08%	55,052 $2.68 Million
Q3 2023 Oct 23, 2023	SELL	$43.23 - $47.8 $358,463 - $396,357	-8,292 Reduced 12.74%	56,804 $2.49 Million
Q2 2023 Aug 11, 2023	BUY	$42.21 - $45.89 $2.75 Million - $2.99 Million	65,096 New	65,096 $2.99 Million

Others Institutions Holding SPMD

# of Institutions

729

Shares Held

208M

Call Options Held

2.1K

Put Options Held

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

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Cavalier Investments, LLC Spdr Portfolio Transaction History