Financial Engines Advisors L.L.C. Spdr Portfolio Transaction History

Financial Engines Advisors L.L.C.

$46.5 Billion
Q1 2025

A detailed history of Financial Engines Advisors L.L.C. transactions in Spdr Portfolio stock. As of the latest transaction made, Financial Engines Advisors L.L.C. holds 24,494 shares of SPMD stock, worth $1.35 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

24,494

Previous 22,557 8.59%

Holding current value

$1.35 Million

Previous $1.23 Million 1.62%

% of portfolio

0.0%

Previous 0.0%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$50.21 - $57.73 $97,256 - $111,823	1,937 Added 8.59%	24,494 $1.25 Million
Q4 2024 Feb 11, 2025	BUY	$54.13 - $59.56 $67,175 - $73,913	1,241 Added 5.82%	22,557 $1.23 Million
Q3 2024 Nov 12, 2024	SELL	$50.29 - $54.92 $50,591 - $55,249	-1,006 Reduced 4.51%	21,316 $1.17 Million
Q2 2024 Aug 14, 2024	BUY	$49.54 - $53.39 $165,513 - $178,375	3,341 Added 17.6%	22,322 $1.15 Million
Q1 2024 May 13, 2024	SELL	$47.16 - $53.34 $14,713 - $16,642	-312 Reduced 1.62%	18,981 $1.01 Million
Q4 2023 Feb 13, 2024	SELL	$40.76 - $49.2 $846,992 - $1.02 Million	-20,780 Reduced 51.86%	19,293 $939,000
Q3 2023 Nov 09, 2023	BUY	$43.23 - $47.8 $606,905 - $671,064	14,039 Added 53.93%	40,073 $1.75 Million
Q2 2023 Aug 11, 2023	SELL	$42.21 - $45.89 $270,777 - $294,384	-6,415 Reduced 19.77%	26,034 $1.19 Million
Q1 2023 May 12, 2023	BUY	$41.67 - $47.74 $261,770 - $299,902	6,282 Added 24.01%	32,449 $1.43 Million
Q4 2022 Feb 14, 2023	SELL	$39.32 - $45.21 $8,178 - $9,403	-208 Reduced 0.79%	26,167 $1.11 Million
Q3 2022 Nov 10, 2022	BUY	$38.55 - $46.17 $28,488 - $34,119	739 Added 2.88%	26,375 $1.02 Million
Q2 2022 Aug 11, 2022	SELL	$38.67 - $47.45 $7,811 - $9,584	-202 Reduced 0.78%	25,636 $1.02 Million
Q1 2022 May 12, 2022	BUY	$44.15 - $50.14 $10,728 - $12,184	243 Added 0.95%	25,838 $1.22 Million
Q4 2021 Feb 10, 2022	SELL	$46.63 - $50.95 $1,025 - $1,120	-22 Reduced 0.09%	25,595 $1.27 Million
Q3 2021 Nov 12, 2021	BUY	$45.05 - $48.67 $11,803 - $12,751	262 Added 1.03%	25,617 $1.18 Million
Q2 2021 Aug 12, 2021	SELL	$45.87 - $48.58 $51,282 - $54,312	-1,118 Reduced 4.22%	25,355 $1.2 Million
Q1 2021 May 12, 2021	SELL	$39.79 - $47.1 $28,728 - $34,006	-722 Reduced 2.65%	26,473 $1.21 Million
Q4 2020 Feb 11, 2021	BUY	$33.07 - $40.57 $40,113 - $49,211	1,213 Added 4.67%	27,195 $1.1 Million
Q3 2020 Nov 12, 2020	SELL	$30.67 - $34.54 $251,033 - $282,709	-8,185 Reduced 23.96%	25,982 $848,000
Q2 2020 Aug 13, 2020	SELL	$23.46 - $34.21 $709,313 - $1.03 Million	-30,235 Reduced 46.95%	34,167 $1.07 Million
Q1 2020 May 13, 2020	BUY	$21.39 - $37.02 $1.38 Million - $2.38 Million	64,402 New	64,402 $1.63 Million

Others Institutions Holding SPMD

# of Institutions

736

Shares Held

215M

Call Options Held

14.1K

Put Options Held

700

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

More about SPMD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Engines Advisors L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Financial Engines Advisors L.L.C. with notifications on news.

Account

Financial Engines Advisors L.L.C. Spdr Portfolio Transaction History