Grey Fox Wealth Advisors, LLC Spdr Portfolio Transaction History

Grey Fox Wealth Advisors, LLC

$419 Billion
Q2 2025

A detailed history of Grey Fox Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Grey Fox Wealth Advisors, LLC holds 3,735 shares of SPMD stock, worth $215,285. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,735

Previous 4,142 9.83%

Holding current value

$215,285

Previous $212 Million 4.18%

% of portfolio

0.05%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	SELL	$44.89 - $54.38 $18,270 - $22,132	-407 Reduced 9.83%	3,735 $203 Million
Q1 2025 May 02, 2025	BUY	$50.21 - $57.73 $200 - $230	4 Added 0.1%	4,142 $212 Million
Q4 2024 Feb 11, 2025	BUY	$54.13 - $59.56 $270 - $297	5 Added 0.12%	4,138 $226 Million
Q3 2024 Oct 22, 2024	SELL	$50.29 - $54.92 $57,330 - $62,608	-1,140 Reduced 21.62%	4,133 $226 Million
Q2 2024 Jul 30, 2024	BUY	$49.54 - $53.39 $495 - $533	10 Added 0.19%	5,273 $270 Million
Q1 2024 Apr 11, 2024	BUY	$47.16 - $53.34 $330 - $373	7 Added 0.13%	5,263 $281 Million
Q4 2023 Jan 17, 2024	BUY	$40.76 - $49.2 $214,234 - $258,595	5,256 New	5,256 $256 Million
Q1 2023 May 09, 2023	SELL	$41.67 - $47.74 $36,086 - $41,342	-866 Reduced 26.14%	2,447 $108 Million
Q4 2022 Feb 14, 2023	BUY	$39.32 - $45.21 $130,267 - $149,780	3,313 New	3,313 $141 Million

Others Institutions Holding SPMD

# of Institutions

781

Shares Held

224M

Call Options Held

11.2K

Put Options Held

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

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Grey Fox Wealth Advisors, LLC Spdr Portfolio Transaction History