Collaborative Wealth Managment Inc. Spdr Portfolio Transaction History

Collaborative Wealth Managment Inc.

  • $215 Million
  • Q3 2024

A detailed history of Collaborative Wealth Managment Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 163,792 shares of SPMD stock, worth $9 Million. This represents 4.16% of its overall portfolio holdings.

Number of Shares
163,792
Previous 155,713 5.19%
Holding current value
$9 Million
Previous $7.99 Million 12.12%
% of portfolio
4.16%
Previous 4.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$50.29 - $54.92 $406,292 - $443,698
8,079 Added 5.19%
163,792 $8.96 Million
Q2 2024

Aug 09, 2024
BUY
$49.54 - $53.39 $453,687 - $488,945
9,158 Added 6.25%
155,713 $7.99 Million
Q1 2024

May 10, 2024
BUY
$47.16 - $53.34 $520,835 - $589,086
11,044 Added 8.15%
146,555 $7.82 Million
Q4 2023

Feb 07, 2024
BUY
$40.76 - $49.2 $359,747 - $434,239
8,826 Added 6.97%
135,511 $6.6 Million
Q3 2023

Nov 09, 2023
BUY
$43.23 - $47.8 $527,362 - $583,112
12,199 Added 10.66%
126,685 $5.55 Million
Q2 2023

Aug 07, 2023
BUY
$42.21 - $45.89 $86,319 - $93,845
2,045 Added 1.82%
114,486 $5.25 Million
Q1 2023

May 08, 2023
BUY
$41.67 - $47.74 $991,996 - $1.14 Million
23,806 Added 26.86%
112,441 $4.94 Million
Q4 2022

Feb 10, 2023
SELL
$39.32 - $45.21 $75,061 - $86,305
-1,909 Reduced 2.11%
88,635 $3.77 Million
Q3 2022

Nov 14, 2022
BUY
$38.55 - $46.17 $2.45 Million - $2.93 Million
63,433 Added 233.98%
90,544 $3.49 Million
Q2 2022

Aug 15, 2022
BUY
$38.67 - $47.45 $52,668 - $64,626
1,362 Added 5.29%
27,111 $1.08 Million
Q4 2021

Feb 11, 2022
BUY
$46.63 - $50.95 $5,315 - $5,808
114 Added 0.44%
25,749 $1.28 Million
Q1 2021

May 12, 2022
BUY
$39.79 - $47.1 $1.02 Million - $1.21 Million
25,635 New
25,635 $1.21 Million

Others Institutions Holding SPMD

# of Institutions
655
Shares Held
188M
Call Options Held
1K
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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