Mc Clarren Financial Advisors, Inc. Spdr Portfolio Transaction History

Mc Clarren Financial Advisors, Inc.

$151 Million
Q1 2025

A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 783 shares of SPMD stock, worth $44,176. This represents 0.08% of its overall portfolio holdings.

Number of Shares

783

Previous 2,301 65.97%

Holding current value

$44,176

Previous $125,000 5.6%

% of portfolio

0.08%

Previous 0.35%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$50.21 - $57.73 $76,218 - $87,634	-1,518 Reduced 65.97%	783 $118,000
Q4 2024 Jan 29, 2025	BUY	$54.13 - $59.56 $63,007 - $69,327	1,164 Added 102.37%	2,301 $125,000
Q3 2024 Oct 18, 2024	BUY	$50.29 - $54.92 $46,870 - $51,185	932 Added 454.63%	1,137 $2 Million
Q2 2024 Jul 26, 2024	SELL	$49.54 - $53.39 $168,089 - $181,152	-3,393 Reduced 94.3%	205 $145,000
Q1 2024 Jul 26, 2024	BUY	$47.16 - $53.34 $154,543 - $174,795	3,277 Added 1020.87%	3,598 $192,000
Q1 2024 May 03, 2024	SELL	$47.16 - $53.34 $154,024 - $174,208	-3,266 Reduced 91.05%	321 $192,000
Q4 2023 Feb 02, 2024	BUY	$40.76 - $49.2 $611 - $738	15 Added 0.42%	3,587 $175,000
Q3 2023 Nov 03, 2023	BUY	$43.23 - $47.8 $605 - $669	14 Added 0.39%	3,572 $155,000
Q2 2023 Aug 04, 2023	SELL	$42.21 - $45.89 $19,965 - $21,705	-473 Reduced 11.73%	3,558 $163,000
Q1 2023 May 05, 2023	BUY	$41.67 - $47.74 $500 - $572	12 Added 0.3%	4,031 $175,000
Q4 2022 Jan 30, 2023	SELL	$39.32 - $45.21 $4,325 - $4,973	-110 Reduced 2.66%	4,019 $170,000
Q3 2022 Oct 31, 2022	BUY	$38.55 - $46.17 $159,172 - $190,635	4,129 New	4,129 $159,000
Q2 2022 Aug 11, 2022	SELL	$38.67 - $47.45 $197,294 - $242,089	-5,102 Closed	0 $0
Q1 2022 Apr 29, 2022	BUY	$44.15 - $50.14 $485 - $551	11 Added 0.22%	5,102 $240,000
Q4 2021 Jan 19, 2022	BUY	$46.63 - $50.95 $652 - $713	14 Added 0.28%	5,091 $254,000
Q3 2021 Oct 15, 2021	BUY	$45.05 - $48.67 $1,171 - $1,265	26 Added 0.51%	5,077 $234,000
Q2 2021 Jul 23, 2021	BUY	$45.87 - $48.58 $26,604 - $28,176	580 Added 12.97%	5,051 $237,000
Q1 2021 Apr 21, 2021	SELL	$39.79 - $47.1 $8,236 - $9,749	-207 Reduced 4.42%	4,471 $204,000
Q4 2020 Jan 29, 2021	BUY	$33.07 - $40.57 $154,701 - $189,786	4,678 New	4,678 $189,000

Others Institutions Holding SPMD

# of Institutions

751

Shares Held

216M

Call Options Held

14.1K

Put Options Held

700

View Full List

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Mc Clarren Financial Advisors, Inc. Spdr Portfolio Transaction History