Legacy Financial Strategies, LLC Spdr Portfolio Transaction History

Legacy Financial Strategies, LLC

  • $505 Million
  • Q2 2025

A detailed history of Legacy Financial Strategies, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 6,094 shares of SPMD stock, worth $334,073. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,094
Previous 5,841 4.33%
Holding current value
$334,073
Previous $298,000 11.07%
% of portfolio
0.07%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
BUY
$44.89 - $54.38 $11,357 - $13,758
253 Added 4.33%
6,094 $331,000
Q1 2025

Apr 08, 2025
BUY
$50.21 - $57.73 $23,749 - $27,306
473 Added 8.81%
5,841 $298,000
Q3 2024

Oct 18, 2024
BUY
$50.29 - $54.92 $269,956 - $294,810
5,368 New
5,368 $293,000

Others Institutions Holding SPMD

# of Institutions
761
Shares Held
219M
Call Options Held
14.1K
Put Options Held
700
View Full List

About SPDR PORTFOLIO

SPMD Quotes by TradingView
  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
More about SPMD
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