Financial Advocates Investment Management Spdr Portfolio Transaction History

Financial Advocates Investment Management

$1.71 Billion
Q4 2024

A detailed history of Financial Advocates Investment Management transactions in Spdr Portfolio stock. As of the latest transaction made, Financial Advocates Investment Management holds 24,259 shares of SPMD stock, worth $1.32 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

24,259

Previous 25,564 5.1%

Holding current value

$1.32 Million

Previous $1.4 Million 5.08%

% of portfolio

0.08%

Previous 0.08%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$54.13 - $59.56 $70,639 - $77,725	-1,305 Reduced 5.1%	24,259 $1.33 Million
Q3 2024 Oct 25, 2024	BUY	$50.29 - $54.92 $123,210 - $134,554	2,450 Added 10.6%	25,564 $1.4 Million
Q2 2024 Jul 26, 2024	SELL	$49.54 - $53.39 $4.54 Million - $4.89 Million	-91,617 Reduced 79.85%	23,114 $1.19 Million
Q1 2024 May 01, 2024	BUY	$47.16 - $53.34 $4.35 Million - $4.92 Million	92,210 Added 409.44%	114,731 $6.12 Million
Q4 2023 Feb 08, 2024	BUY	$40.76 - $49.2 $56,493 - $68,191	1,386 Added 6.56%	22,521 $1.1 Million
Q3 2023 Oct 27, 2023	BUY	$43.23 - $47.8 $51,184 - $56,595	1,184 Added 5.93%	21,135 $925,000
Q2 2023 Aug 07, 2023	BUY	$42.21 - $45.89 $87,965 - $95,634	2,084 Added 11.66%	19,951 $915,000
Q1 2023 May 11, 2023	SELL	$41.67 - $47.74 $4.51 Million - $5.17 Million	-108,214 Reduced 85.83%	17,867 $785,000
Q4 2022 Feb 14, 2023	BUY	$39.32 - $45.21 $270,128 - $310,592	6,870 Added 5.76%	126,081 $5.36 Million
Q3 2022 Nov 14, 2022	SELL	$38.55 - $46.17 $458,282 - $548,868	-11,888 Reduced 9.07%	119,211 $4.6 Million
Q2 2022 Aug 12, 2022	BUY	$38.67 - $47.45 $610,328 - $748,903	15,783 Added 13.69%	131,099 $5.2 Million
Q1 2022 May 11, 2022	BUY	$44.15 - $50.14 $396,511 - $450,307	8,981 Added 8.45%	115,316 $5.44 Million
Q4 2021 Feb 14, 2022	BUY	$46.63 - $50.95 $184,748 - $201,863	3,962 Added 3.87%	106,335 $5.29 Million
Q3 2021 Nov 04, 2021	BUY	$45.05 - $48.67 $663,541 - $716,860	14,729 Added 16.81%	102,373 $4.73 Million
Q2 2021 Aug 03, 2021	BUY	$45.87 - $48.58 $598,832 - $634,211	13,055 Added 17.5%	87,644 $4.14 Million
Q1 2021 May 10, 2021	BUY	$39.79 - $47.1 $120,086 - $142,147	3,018 Added 4.22%	74,589 $3.41 Million
Q4 2020 Feb 12, 2021	BUY	$33.07 - $40.57 $143,689 - $176,276	4,345 Added 6.46%	71,571 $2.89 Million
Q3 2020 Nov 04, 2020	BUY	$30.67 - $34.54 $2.06 Million - $2.32 Million	67,226 New	67,226 $2.19 Million

Others Institutions Holding SPMD

# of Institutions

714

Shares Held

204M

Call Options Held

2.1K

Put Options Held

View Full List

About SPDR PORTFOLIO

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Financial Advocates Investment Management Spdr Portfolio Transaction History