Goldstein Advisors, LLC Spdr Portfolio Transaction History

Goldstein Advisors, LLC

$684 Billion
Q1 2025

A detailed history of Goldstein Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Goldstein Advisors, LLC holds 9,930 shares of SPMD stock, worth $497,095. This represents 0.07% of its overall portfolio holdings.

Number of Shares

9,930

Previous 18,373 45.95%

Holding current value

$497,095

Previous $1 Billion 49.42%

% of portfolio

0.07%

Previous 0.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$50.21 - $57.73 $423,923 - $487,414	-8,443 Reduced 45.95%	9,930 $508 Million
Q3 2024 Oct 24, 2024	BUY	$50.29 - $54.92 $498,424 - $544,312	9,911 Added 117.12%	18,373 $1 Billion
Q2 2024 Jul 24, 2024	BUY	$49.54 - $53.39 $3,566 - $3,844	72 Added 0.86%	8,462 $434 Million
Q1 2024 May 13, 2024	BUY	$47.16 - $53.34 $18,486 - $20,909	392 Added 4.9%	8,390 $448 Million
Q2 2023 Jul 21, 2023	BUY	$42.21 - $45.89 $2,237 - $2,432	53 Added 0.67%	7,998 $367 Million
Q1 2023 May 09, 2023	BUY	$41.67 - $47.74 $20,668 - $23,679	496 Added 6.66%	7,945 $349 Million
Q4 2022 Feb 03, 2023	BUY	$39.32 - $45.21 $292,894 - $336,769	7,449 New	7,449 $317 Million

Others Institutions Holding SPMD

# of Institutions

729

Shares Held

208M

Call Options Held

2.1K

Put Options Held

View Full List

About SPDR PORTFOLIO

Ticker SPMD
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Industry ETFs

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Goldstein Advisors, LLC Spdr Portfolio Transaction History