Higgins & Schmidt Wealth Strategies LLC Spdr Portfolio Transaction History

Higgins & Schmidt Wealth Strategies LLC

$169 Billion
Q1 2025

A detailed history of Higgins & Schmidt Wealth Strategies LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Higgins & Schmidt Wealth Strategies LLC holds 204,407 shares of SPMD stock, worth $10.2 Million. This represents 6.18% of its overall portfolio holdings.

Number of Shares

204,407

Previous 196,981 3.77%

Holding current value

$10.2 Million

Previous $10.8 Billion 2.89%

% of portfolio

6.18%

Previous 6.72%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$50.21 - $57.73 $372,859 - $428,702	7,426 Added 3.77%	204,407 $10.5 Billion
Q4 2024 Mar 25, 2025	SELL	$54.13 - $59.56 $1.36 Million - $1.5 Million	-25,207 Reduced 11.34%	196,981 $10.8 Billion
Q3 2024 Mar 25, 2025	BUY	$50.29 - $54.92 $622,389 - $679,689	12,376 Added 5.9%	222,188 $12.1 Billion
Q2 2024 Mar 25, 2025	BUY	$49.54 - $53.39 $93,036 - $100,266	1,878 Added 0.9%	209,812 $10.8 Billion
Q1 2024 Mar 25, 2025	BUY	$47.16 - $53.34 $258,248 - $292,089	5,476 Added 2.7%	207,934 $11.1 Billion
Q4 2023 Mar 25, 2025	BUY	$40.76 - $49.2 $8.25 Million - $9.96 Million	202,458 New	202,458 $9.86 Billion

Others Institutions Holding SPMD

# of Institutions

731

Shares Held

208M

Call Options Held

2.1K

Put Options Held

View Full List

About SPDR PORTFOLIO

Ticker SPMD
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Higgins & Schmidt Wealth Strategies LLC Spdr Portfolio Transaction History