Lutz Financial Services LLC Spdr Portfolio Transaction History

Lutz Financial Services LLC

$1.22 Billion
Q1 2025

A detailed history of Lutz Financial Services LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Lutz Financial Services LLC holds 10,337 shares of SPMD stock, worth $554,269. This represents 0.04% of its overall portfolio holdings.

Number of Shares

10,337

Previous 16,769 38.36%

Holding current value

$554,269

Previous $917,000 42.31%

% of portfolio

0.04%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$50.21 - $57.73 $322,950 - $371,319	-6,432 Reduced 38.36%	10,337 $529,000
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

736

Shares Held

215M

Call Options Held

14.1K

Put Options Held

700

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Lutz Financial Services LLC Spdr Portfolio Transaction History