Marshall & Sterling Wealth Advisors Inc. Spdr Portfolio Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $148 Billion
  • Q2 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 717 shares of SPMD stock, worth $40,883. This represents 0.03% of its overall portfolio holdings.

Number of Shares
717
Previous 1,364 47.43%
Holding current value
$40,883
Previous $69.8 Million 44.15%
% of portfolio
0.03%
Previous 0.05%

Shares

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

Aug 12, 2025
SELL
$44.89 - $54.38 $29,043 - $35,183
-647 Reduced 47.43%
717 $39 Million
Q1 2025

May 15, 2025
BUY
$50.21 - $57.73 $68,486 - $78,743
1,364 New
1,364 $69.8 Million

Others Institutions Holding SPMD

# of Institutions
802
Shares Held
225M
Call Options Held
11.2K
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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