Gladstone Institutional Advisory LLC Spdr Portfolio Transaction History

Gladstone Institutional Advisory LLC

  • $2.07 Billion
  • Q1 2025

A detailed history of Gladstone Institutional Advisory LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 194,501 shares of SPMD stock, worth $10.9 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
194,501
Previous 139,053 39.88%
Holding current value
$10.9 Million
Previous $7.6 Million 30.9%
% of portfolio
0.48%
Previous 0.36%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$50.21 - $57.73 $2.78 Million - $3.2 Million
55,448 Added 39.88%
194,501 $9.95 Million
Q4 2024

Jan 29, 2025
BUY
$54.13 - $59.56 $2.36 Million - $2.59 Million
43,525 Added 45.56%
139,053 $7.6 Million
Q3 2024

Oct 28, 2024
BUY
$50.29 - $54.92 $2.25 Million - $2.46 Million
44,789 Added 88.27%
95,528 $5.22 Million
Q2 2024

Aug 02, 2024
BUY
$49.54 - $53.39 $365,803 - $394,231
7,384 Added 17.03%
50,739 $2.6 Million
Q1 2024

May 14, 2024
BUY
$47.16 - $53.34 $155,769 - $176,182
3,303 Added 8.25%
43,355 $2.31 Million
Q4 2023

Feb 09, 2024
BUY
$40.76 - $49.2 $33,708 - $40,688
827 Added 2.11%
40,052 $1.95 Million
Q3 2023

Nov 13, 2023
BUY
$43.23 - $47.8 $79,629 - $88,047
1,842 Added 4.93%
39,225 $1.72 Million
Q2 2023

Aug 10, 2023
SELL
$42.21 - $45.89 $358,827 - $390,110
-8,501 Reduced 18.53%
37,383 $1.72 Million
Q1 2023

May 12, 2023
BUY
$41.67 - $47.74 $415,324 - $475,824
9,967 Added 27.75%
45,884 $2.02 Million
Q4 2022

Feb 01, 2023
BUY
$39.32 - $45.21 $20,760 - $23,870
528 Added 1.49%
35,917 $1.53 Million
Q3 2022

Jan 27, 2023
BUY
$38.55 - $46.17 $6,129 - $7,341
159 Added 0.45%
35,389 $1.37 Million
Q3 2022

Oct 20, 2022
BUY
$38.55 - $46.17 $6,129 - $7,341
159 Added 0.45%
35,389 $1.37 Million
Q2 2022

Jan 27, 2023
BUY
$38.67 - $47.45 $105,569 - $129,538
2,730 Added 8.4%
35,230 $1.4 Million
Q2 2022

Aug 15, 2022
BUY
$38.67 - $47.45 $105,569 - $129,538
2,730 Added 8.4%
35,230 $1.4 Million
Q1 2022

Jan 27, 2023
SELL
$44.15 - $50.14 $127,549 - $144,854
-2,889 Reduced 8.16%
32,500 $1.53 Million
Q1 2022

May 04, 2022
BUY
$44.15 - $50.14 $1.43 Million - $1.63 Million
32,500 New
32,500 $1.53 Million

Others Institutions Holding SPMD

# of Institutions
757
Shares Held
215M
Call Options Held
14.1K
Put Options Held
700
View Full List

About SPDR PORTFOLIO

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