Levy Wealth Management Group, LLC Spdr Portfolio Transaction History

Levy Wealth Management Group, LLC

  • $376 Million
  • Q1 2024

A detailed history of Levy Wealth Management Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 95,681 shares of SPMD stock, worth $4.91 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares
95,681
Previous 95,681 -0.0%
Holding current value
$4.91 Million
Previous $4.66 Million 9.48%
% of portfolio
1.36%
Previous 1.31%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 23, 2024
BUY
$40.76 - $49.2 $85,636 - $103,369
2,101 Added 2.25%
95,681 $4.66 Million
Q3 2023

Oct 24, 2023
SELL
$43.23 - $47.8 $22,263 - $24,617
-515 Reduced 0.55%
93,580 $4.1 Million
Q2 2023

Jul 21, 2023
SELL
$42.21 - $45.89 $153,391 - $166,764
-3,634 Reduced 3.72%
94,095 $4.32 Million
Q1 2023

May 04, 2023
BUY
$41.67 - $47.74 $8,667 - $9,929
208 Added 0.21%
97,729 $4.29 Million
Q4 2022

Feb 08, 2023
BUY
$41.68 - $45.21 $475,402 - $515,665
11,406 Added 13.25%
97,521 $4.14 Million
Q3 2022

Oct 28, 2022
BUY
N/A
65,998 Added 328.07%
86,115 $3.32 Million
Q2 2022

Jul 27, 2022
BUY
N/A
20,117 New
20,117 $798,000

Others Institutions Holding SPMD

# of Institutions
590
Shares Held
169M
Call Options Held
2K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

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