Independent Advisor Alliance Spdr Portfolio Transaction History

Independent Advisor Alliance

$2.88 Billion
Q2 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 08, 2024	BUY	$40.76 - $49.2 $226,747 - $273,699	5,563 Added 100.02%	11,125 $542,000
Q3 2023 Oct 24, 2023	BUY	$43.23 - $47.8 $43 - $47	1 Added 0.02%	5,562 $243,000
Q2 2023 Jul 28, 2023	BUY	$42.21 - $45.89 $84 - $91	2 Added 0.04%	5,561 $255,000
Q1 2023 May 12, 2023	BUY	$41.67 - $47.74 $41 - $47	1 Added 0.02%	5,559 $244,000
Q4 2022 Feb 13, 2023	BUY	$39.32 - $45.21 $39 - $45	1 Added 0.02%	5,558 $236,000
Q3 2022 Nov 04, 2022	BUY	$38.55 - $46.17 $38 - $46	1 Added 0.02%	5,557 $214,000
Q2 2022 Aug 04, 2022	BUY	$38.67 - $47.45 $38 - $47	1 Added 0.02%	5,556 $221,000
Q1 2022 May 06, 2022	BUY	$44.15 - $50.14 $52,935 - $60,117	1,199 Added 27.53%	5,555 $262,000
Q4 2021 Feb 11, 2022	SELL	$46.63 - $50.95 $3,030 - $3,311	-65 Reduced 1.47%	4,356 $217,000
Q3 2021 Nov 01, 2021	BUY	$45.05 - $48.67 $5,270 - $5,694	117 Added 2.72%	4,421 $204,000
Q2 2021 Aug 12, 2021	SELL	$45.87 - $48.58 $18,806 - $19,917	-410 Reduced 8.7%	4,304 $203,000
Q1 2021 May 14, 2021	BUY	$39.79 - $47.1 $187,570 - $222,029	4,714 New	4,714 $216,000

Others Institutions Holding SPMD

# of Institutions

619

Shares Held

178M

Call Options Held

100

Put Options Held

300

About SPDR PORTFOLIO

Ticker SPMD
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