Measured Wealth Private Client Group, LLC Spdr Portfolio Transaction History

Measured Wealth Private Client Group, LLC

  • $285 Million
  • Q1 2024

A detailed history of Measured Wealth Private Client Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 341,426 shares of SPMD stock, worth $17.5 Million. This represents 6.39% of its overall portfolio holdings.

Number of Shares
341,426
Previous 461,700 26.05%
Holding current value
$17.5 Million
Previous $22.5 Million 19.04%
% of portfolio
6.39%
Previous 8.31%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024
SELL
$47.16 - $53.34 $5.67 Million - $6.42 Million
-120,274 Reduced 26.05%
341,426 $18.2 Million
Q4 2023

Feb 06, 2024
SELL
$40.76 - $49.2 $239,791 - $289,443
-5,883 Reduced 1.26%
461,700 $22.5 Million
Q3 2023

Oct 18, 2023
BUY
$43.23 - $47.8 $414,618 - $458,449
9,591 Added 2.09%
467,583 $20.5 Million
Q2 2023

Jul 20, 2023
BUY
$42.21 - $45.89 $4.18 Million - $4.54 Million
98,961 Added 27.56%
457,992 $21 Million
Q1 2023

May 01, 2023
BUY
$41.67 - $47.74 $229,101 - $262,474
5,498 Added 1.56%
359,031 $15.8 Million
Q4 2022

Jan 23, 2023
BUY
$41.68 - $45.21 $2.69 Million - $2.91 Million
64,456 Added 22.3%
353,533 $0
Q3 2022

Oct 27, 2022
SELL
N/A
-52,545 Reduced 15.38%
289,077 $11.1 Million
Q2 2022

Jul 25, 2022
SELL
N/A
-143,769 Reduced 29.62%
341,622 $13.6 Million
Q1 2022

May 03, 2022
SELL
N/A
-1,888 Reduced 0.39%
485,391 $22.9 Million
Q4 2021

Jan 28, 2022
BUY
N/A
19,018 Added 4.06%
487,279 $24.2 Million
Q3 2021

Nov 01, 2021
SELL
N/A
-169,041 Reduced 26.52%
468,261 $21.6 Million
Q2 2021

Aug 05, 2021
SELL
N/A
-6,252 Reduced 0.97%
637,302 $30.1 Million
Q1 2021

May 04, 2021
SELL
N/A
-7,967 Reduced 1.22%
643,554 $29.4 Million
Q4 2020

Jan 20, 2021
BUY
N/A
3,988 Added 0.62%
651,521 $26.3 Million
Q3 2020

Oct 15, 2020
BUY
N/A
91,068 Added 16.37%
647,533 $21.1 Million
Q2 2020

Aug 03, 2020
BUY
N/A
127,943 Added 29.86%
556,465 $17.4 Million
Q1 2020

Apr 22, 2020
BUY
N/A
24,656 Added 6.1%
428,522 $10.9 Million
Q4 2019

Jan 15, 2020
BUY
N/A
241,011 Added 147.99%
403,866 $14.6 Million
Q3 2019

Oct 11, 2019
BUY
N/A
135,330 Added 491.66%
162,855 $5.52 Million
Q2 2019

Jul 26, 2019
BUY
N/A
19,867 Added 259.43%
27,525 $938,000
Q1 2019

May 07, 2019
BUY
N/A
7,658 New
7,658 $255,000
Q4 2018

Feb 07, 2019
SELL
N/A
-1,974 Closed
0 $0
Q3 2018

Nov 14, 2018
BUY
N/A
1,974 New
1,974 $71,000

Others Institutions Holding SPMD

# of Institutions
590
Shares Held
169M
Call Options Held
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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