Garrett Wealth Advisory Group, LLC Spdr Portfolio Transaction History

Garrett Wealth Advisory Group, LLC

  • $244 Million
  • Q1 2024

A detailed history of Garrett Wealth Advisory Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Garrett Wealth Advisory Group, LLC holds 6,543 shares of SPMD stock, worth $333,496. This represents 0.14% of its overall portfolio holdings.

Number of Shares
6,543
Previous 6,453 1.39%
Holding current value
$333,496
Previous $314,000 11.15%
% of portfolio
0.14%
Previous 0.13%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
BUY
$47.16 - $53.34 $4,244 - $4,800
90 Added 1.39%
6,543 $349,000
Q4 2023

Feb 14, 2024
SELL
$40.76 - $49.2 $29,999 - $36,211
-736 Reduced 10.24%
6,453 $314,000
Q3 2023

Nov 09, 2023
SELL
$43.23 - $47.8 $15,995 - $17,686
-370 Reduced 4.89%
7,189 $314,000
Q2 2023

Jul 26, 2023
BUY
$42.21 - $45.89 $2,701 - $2,936
64 Added 0.85%
7,559 $346,000
Q1 2023

Apr 17, 2023
BUY
$41.67 - $47.74 $6,042 - $6,922
145 Added 1.97%
7,495 $329,000
Q4 2022

Feb 02, 2023
SELL
$41.68 - $45.21 $12,170 - $13,201
-292 Reduced 3.82%
7,350 $312,000
Q3 2022

Oct 12, 2022
SELL
N/A
-268 Reduced 3.39%
7,642 $295,000
Q2 2022

Jul 27, 2022
SELL
N/A
-5,550 Reduced 41.23%
7,910 $314,000
Q1 2022

Apr 25, 2022
SELL
N/A
-211 Reduced 1.54%
13,460 $635,000
Q4 2021

Feb 11, 2022
SELL
N/A
-4,977 Reduced 26.69%
13,671 $680,000
Q3 2021

Oct 26, 2021
BUY
N/A
9,346 Added 100.47%
18,648 $861,000
Q2 2021

Jul 27, 2021
BUY
N/A
83 Added 0.9%
9,302 $439,000
Q1 2021

Apr 14, 2021
BUY
N/A
662 Added 7.74%
9,219 $422,000
Q4 2020

Jan 22, 2021
SELL
N/A
-1,445 Reduced 14.45%
8,557 $346,000
Q3 2020

Oct 23, 2020
BUY
N/A
10,002 New
10,002 $326,000
Q4 2019

Jan 28, 2020
SELL
N/A
-5,404 Closed
0 $0
Q3 2019

Oct 18, 2019
BUY
N/A
5,404 New
5,404 $0

Others Institutions Holding SPMD

# of Institutions
589
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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