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 $8.37 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
146,966
Previous 138,682 5.97%
Holding current value
$8.37 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
693
Shares Held
190M
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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