M Holdings Securities, Inc. Spdr Portfolio Transaction History

M Holdings Securities, Inc.

$583 Million
Q2 2025

A detailed history of M Holdings Securities, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, M Holdings Securities, Inc. holds 148,142 shares of SPMD stock, worth $8.35 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares

148,142

Previous 143,806 3.02%

Holding current value

$8.35 Million

Previous $7.36 Million 9.46%

% of portfolio

1.38%

Previous 1.22%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$44.89 - $54.38 $194,643 - $235,791	4,336 Added 3.02%	148,142 $8.06 Million
Q1 2025 May 13, 2025	SELL	$50.21 - $57.73 $72,453 - $83,304	-1,443 Reduced 0.99%	143,806 $7.36 Million
Q4 2024 Feb 13, 2025	BUY	$54.13 - $59.56 $7.43 Million - $8.18 Million	137,305 Added 1728.41%	145,249 $7.94 Million
Q4 2024 Feb 11, 2025	SELL	$54.13 - $59.56 $7.84 Million - $8.63 Million	-144,836 Reduced 94.8%	7,944 $145 Million
Q3 2024 Nov 12, 2024	SELL	$50.29 - $54.92 $383,863 - $419,204	-7,633 Reduced 4.76%	152,780 $8.35 Million
Q2 2024 Aug 13, 2024	SELL	$49.54 - $53.39 $112,653 - $121,408	-2,274 Reduced 1.4%	160,413 $8.23 Million
Q1 2024 May 14, 2024	SELL	$47.16 - $53.34 $211,512 - $239,229	-4,485 Reduced 2.68%	162,687 $8.68 Million
Q4 2023 Feb 14, 2024	SELL	$40.76 - $49.2 $158,637 - $191,486	-3,892 Reduced 2.28%	167,172 $8.15 Million
Q3 2023 Feb 14, 2024	BUY	$43.23 - $47.8 $5.99 Million - $6.62 Million	138,515 Added 425.56%	171,064 $7.49 Million
Q2 2023 Sep 26, 2023	SELL	$42.21 - $45.89 $6.52 Million - $7.08 Million	-154,375 Reduced 82.59%	32,549 $1.49 Million
Q1 2023 May 15, 2023	SELL	$41.67 - $47.74 $589,172 - $674,995	-14,139 Reduced 7.03%	186,924 $8.21 Million
Q4 2022 Feb 10, 2023	SELL	$39.32 - $45.21 $364,417 - $419,006	-9,268 Reduced 4.41%	201,063 $8.55 Million
Q3 2022 Nov 16, 2022	SELL	$38.55 - $46.17 $1.01 Million - $1.21 Million	-26,266 Reduced 11.1%	210,331 $8.11 Million
Q2 2022 Aug 16, 2022	SELL	$38.67 - $47.45 $3.69 Million - $4.52 Million	-95,313 Reduced 28.72%	236,597 $9.39 Million
Q1 2022 May 24, 2022	SELL	$44.15 - $50.14 $836,951 - $950,503	-18,957 Reduced 5.4%	331,910 $15.7 Million
Q2 2021 Aug 19, 2021	SELL	$45.87 - $48.58 $163,664 - $173,333	-3,568 Reduced 1.01%	350,867 $16.6 Million
Q1 2021 May 12, 2021	SELL	$39.79 - $47.1 $133,376 - $157,879	-3,352 Reduced 0.94%	354,435 $16.2 Million
Q4 2020 Feb 26, 2021	SELL	$33.07 - $40.57 $396,773 - $486,758	-11,998 Reduced 3.24%	357,787 $14.5 Million
Q3 2020 Nov 16, 2020	SELL	$30.67 - $34.54 $77,043 - $86,764	-2,512 Reduced 0.67%	369,785 $12.1 Million
Q2 2020 Aug 21, 2020	SELL	$23.46 - $34.21 $276,499 - $403,199	-11,786 Reduced 3.07%	372,297 $11.6 Million
Q1 2020 May 13, 2020	BUY	$21.39 - $37.02 $8.22 Million - $14.2 Million	384,083 New	384,083 $9.73 Million

Others Institutions Holding SPMD

# of Institutions

795

Shares Held

225M

Call Options Held

11.2K

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 M Holdings Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on M Holdings Securities, Inc. with notifications on news.

Account

M Holdings Securities, Inc. Spdr Portfolio Transaction History