Kelman Lazarov, Inc. Spdr Portfolio Transaction History

Kelman Lazarov, Inc.

$525 Million
Q3 2024

A detailed history of Kelman Lazarov, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 37,580 shares of SPMD stock, worth $2.14 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

37,580

Previous 37,326 0.68%

Holding current value

$2.14 Million

Previous $1.91 Million 7.31%

% of portfolio

0.39%

Previous 0.39%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$50.29 - $54.92 $12,773 - $13,949	254 Added 0.68%	37,580 $2.05 Million
Q2 2024 Aug 12, 2024	BUY	$49.54 - $53.39 $120,283 - $129,630	2,428 Added 6.96%	37,326 $1.91 Million
Q1 2024 May 09, 2024	SELL	$47.16 - $53.34 $25,843 - $29,230	-548 Reduced 1.55%	34,898 $1.86 Million
Q4 2023 Feb 01, 2024	SELL	$40.76 - $49.2 $27,268 - $32,914	-669 Reduced 1.85%	35,446 $1.73 Million
Q3 2023 Oct 30, 2023	BUY	$43.23 - $47.8 $140,497 - $155,350	3,250 Added 9.89%	36,115 $1.58 Million
Q2 2023 Aug 04, 2023	BUY	$42.21 - $45.89 $265,121 - $288,235	6,281 Added 23.63%	32,865 $1.51 Million
Q1 2023 May 04, 2023	BUY	$41.67 - $47.74 $156,429 - $179,215	3,754 Added 16.44%	26,584 $1.17 Million
Q4 2022 Feb 06, 2023	BUY	$39.32 - $45.21 $897,675 - $1.03 Million	22,830 New	22,830 $970,000

Others Institutions Holding SPMD

# of Institutions

656

Shares Held

188M

Call Options Held

Put Options Held

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

More about SPMD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kelman Lazarov, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kelman Lazarov, Inc. with notifications on news.

Account

Kelman Lazarov, Inc. Spdr Portfolio Transaction History