Gradient Investments LLC Spdr Portfolio Transaction History

Gradient Investments LLC

$3.79 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 18, 2024	BUY	$40.76 - $49.2 $4,809 - $5,805	118 Added 655.56%	136 $6,000
Q2 2023 Jul 11, 2023	SELL	$42.21 - $45.89 $3,334 - $3,625	-79 Reduced 81.44%	18 $0
Q1 2023 Apr 17, 2023	BUY	$41.67 - $47.74 $3,291 - $3,771	79 Added 438.89%	97 $4,000
Q3 2021 Oct 18, 2021	SELL	$45.05 - $48.67 $1,576 - $1,703	-35 Reduced 66.04%	18 $1,000
Q2 2021 Jul 12, 2021	SELL	$45.87 - $48.58 $61,511 - $65,145	-1,341 Reduced 96.2%	53 $3,000
Q1 2021 Apr 21, 2021	BUY	$39.79 - $47.1 $51,090 - $60,476	1,284 Added 1167.27%	1,394 $64,000
Q3 2020 Oct 06, 2020	BUY	$30.67 - $34.54 $2,116 - $2,383	69 Added 168.29%	110 $4,000
Q2 2020 Jul 10, 2020	BUY	$23.46 - $34.21 $398 - $581	17 Added 70.83%	41 $1,000
Q1 2020 Apr 07, 2020	BUY	$21.39 - $37.02 $21 - $37	1 Added 4.35%	24 $1,000
Q4 2019 Jan 15, 2020	BUY	$32.63 - $36.43 $750 - $837	23 New	23 $1,000

Others Institutions Holding SPMD

# of Institutions

656

Shares Held

188M

Call Options Held

1K

Put Options Held

0

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