Jfs Wealth Advisors, LLC Spdr Portfolio Transaction History

Jfs Wealth Advisors, LLC

$1.27 Billion
Q2 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 958 shares of SPMD stock, worth $52,297. This represents 0.0% of its overall portfolio holdings.

Number of Shares

958

Previous 818 17.11%

Holding current value

$52,297

Previous $43,000 13.95%

% of portfolio

0.0%

Previous 0.0%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 15, 2024	BUY	$49.54 - $53.39 $6,935 - $7,474	140 Added 17.11%	958 $49,000
Q1 2024 Apr 30, 2024	BUY	$47.16 - $53.34 $47 - $53	1 Added 0.12%	818 $43,000
Q4 2023 Feb 07, 2024	SELL	$40.76 - $49.2 $17,241 - $20,811	-423 Reduced 34.11%	817 $39,000
Q3 2023 Nov 02, 2023	SELL	$43.23 - $47.8 $19,323 - $21,366	-447 Reduced 26.5%	1,240 $54,000
Q2 2023 Aug 07, 2023	BUY	$42.21 - $45.89 $42 - $45	1 Added 0.06%	1,687 $77,000
Q1 2023 Apr 19, 2023	BUY	$41.67 - $47.74 $41 - $47	1 Added 0.06%	1,686 $74,000
Q4 2022 Feb 13, 2023	BUY	$39.32 - $45.21 $39 - $45	1 Added 0.06%	1,685 $71,000
Q3 2022 Oct 21, 2022	BUY	$38.55 - $46.17 $38 - $46	1 Added 0.06%	1,684 $65,000
Q2 2022 Aug 02, 2022	BUY	$38.67 - $47.45 $17,362 - $21,305	449 Added 36.39%	1,683 $67,000
Q1 2022 May 02, 2022	BUY	$44.15 - $50.14 $44 - $50	1 Added 0.08%	1,234 $58,000
Q3 2021 Nov 09, 2021	SELL	$45.05 - $48.67 $45 - $48	-1 Reduced 0.08%	1,233 $57,000
Q2 2021 Aug 04, 2021	BUY	$45.87 - $48.58 $45 - $48	1 Added 0.08%	1,234 $58,000
Q1 2021 Apr 28, 2021	BUY	$39.79 - $47.1 $39 - $47	1 Added 0.08%	1,233 $56,000
Q4 2020 Feb 01, 2021	BUY	$33.07 - $40.57 $1,091 - $1,338	33 Added 2.75%	1,232 $50,000
Q3 2020 Oct 28, 2020	SELL	$30.67 - $34.54 $2,760 - $3,108	-90 Reduced 6.98%	1,199 $39,000
Q2 2020 Aug 05, 2020	BUY	$23.46 - $34.21 $164 - $239	7 Added 0.55%	1,289 $40,000
Q1 2020 Apr 29, 2020	BUY	$21.39 - $37.02 $9,668 - $16,733	452 Added 54.46%	1,282 $32,000
Q4 2019 Feb 03, 2020	BUY	$32.63 - $36.43 $1,957 - $2,185	60 Added 7.79%	830 $30,000
Q3 2019 Oct 31, 2019	BUY	$33.7 - $34.71 $33 - $34	1 Added 0.13%	770 $26,000
Q2 2019 Aug 06, 2019	BUY	N/A	2 Added 0.26%	769 $26,000
Q1 2019 Apr 23, 2019	BUY	N/A	120 Added 18.55%	767 $26,000
Q4 2018 Jan 28, 2019	BUY	N/A	1 Added 0.15%	647 $19,000
Q3 2018 Nov 09, 2018	BUY	N/A	526 Added 438.33%	646 $23,000
Q2 2018 Jul 26, 2018	BUY	N/A	120 New	120 $4,000

Others Institutions Holding SPMD

# of Institutions

619

Shares Held

178M

Call Options Held

100

Put Options Held

300

View Full List

About SPDR PORTFOLIO

Ticker SPMD
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Jfs Wealth Advisors, LLC Spdr Portfolio Transaction History