Foundations Investment Advisors, LLC Spdr Portfolio Transaction History

Foundations Investment Advisors, LLC

  • $4.87 Billion
  • Q4 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 146,966 shares of SPMD stock, worth $7.71 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
146,966
Previous 138,682 5.97%
Holding current value
$7.71 Million
Previous $7.58 Million 5.99%
% of portfolio
0.16%
Previous 0.17%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$54.13 - $59.56 $448,412 - $493,395
8,284 Added 5.97%
146,966 $8.04 Million
Q3 2024

Oct 21, 2024
BUY
$50.29 - $54.92 $507,929 - $554,692
10,100 Added 7.85%
138,682 $7.58 Million
Q2 2024

Aug 02, 2024
BUY
$49.54 - $53.39 $592,102 - $638,117
11,952 Added 10.25%
128,582 $6.6 Million
Q1 2024

May 13, 2024
BUY
$47.16 - $53.34 $242,921 - $274,754
5,151 Added 4.62%
116,630 $6.22 Million
Q4 2023

Feb 08, 2024
SELL
$40.76 - $49.2 $9.34 Million - $11.3 Million
-229,092 Reduced 67.27%
111,479 $5.43 Million
Q3 2023

Oct 05, 2023
BUY
$43.23 - $47.8 $1.78 Million - $1.97 Million
41,213 Added 13.77%
340,571 $14.9 Million
Q2 2023

Jul 19, 2023
BUY
$42.21 - $45.89 $1.83 Million - $1.98 Million
43,255 Added 16.89%
299,358 $13.7 Million
Q1 2023

Apr 25, 2023
BUY
$41.67 - $47.74 $10.7 Million - $12.2 Million
256,103 New
256,103 $11.3 Million

Others Institutions Holding SPMD

# of Institutions
720
Shares Held
204M
Call Options Held
2.1K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

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

Track Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, 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 Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email