Foundations Investment Advisors, LLC Spdr Portfolio Transaction History

Foundations Investment Advisors, LLC

  • $3.58 Billion
  • Q1 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 116,630 shares of SPMD stock, worth $5.98 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
116,630
Previous 111,479 4.62%
Holding current value
$5.98 Million
Previous $5.43 Million 14.55%
% of portfolio
0.17%
Previous 0.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
590
Shares Held
169M
Call Options Held
2K
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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