Lutz Financial Services LLC Spdr Portfolio Transaction History

Lutz Financial Services LLC

  • $1.24 Billion
  • Q4 2024

A detailed history of Lutz Financial Services LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Lutz Financial Services LLC holds 16,769 shares of SPMD stock, worth $879,534. This represents 0.07% of its overall portfolio holdings.

Number of Shares
16,769
Previous 9,573 75.17%
Holding current value
$879,534
Previous $523,000 75.33%
% of portfolio
0.07%
Previous 0.04%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$54.13 - $59.56 $389,519 - $428,593
7,196 Added 75.17%
16,769 $917,000
Q4 2023

Feb 07, 2024
BUY
$40.76 - $49.2 $390,195 - $470,991
9,573 New
9,573 $466,000
Q1 2020

Apr 27, 2020
SELL
$21.39 - $37.02 $252,295 - $436,650
-11,795 Closed
0 $0
Q4 2019

Feb 03, 2020
BUY
$32.63 - $36.43 $1,859 - $2,076
57 Added 0.49%
11,795 $427,000
Q3 2019

Oct 31, 2019
SELL
$33.7 - $34.71 $41,349 - $42,589
-1,227 Reduced 9.46%
11,738 $398,000
Q2 2019

Aug 13, 2019
BUY
N/A
50 Added 0.39%
12,965 $442,000
Q1 2019

May 06, 2019
BUY
N/A
38 Added 0.3%
12,915 $430,000
Q4 2018

Feb 13, 2019
BUY
N/A
12,877 New
12,877 $379,000

Others Institutions Holding SPMD

# of Institutions
720
Shares Held
204M
Call Options Held
2.1K
Put Options Held
0
View Full List

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