Measured Wealth Private Client Group, LLC Spdr Portfolio Transaction History

Measured Wealth Private Client Group, LLC

$307 Million
Q4 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 245,715 shares of SPMD stock, worth $12.2 Million. This represents 4.38% of its overall portfolio holdings.

Number of Shares

245,715

Previous 273,795 10.26%

Holding current value

$12.2 Million

Previous $15 Million 10.24%

% of portfolio

4.38%

Previous 5.05%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$54.13 - $59.56 $1.52 Million - $1.67 Million	-28,080 Reduced 10.26%	245,715 $13.4 Million
Q3 2024 Oct 25, 2024	SELL	$50.29 - $54.92 $3.93 Million - $4.29 Million	-78,131 Reduced 22.2%	273,795 $15 Million
Q2 2024 Aug 12, 2024	BUY	$49.54 - $53.39 $520,170 - $560,595	10,500 Added 3.08%	351,926 $18.1 Million
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	$39.32 - $45.21 $2.53 Million - $2.91 Million	64,456 Added 22.3%	353,533 $0
Q3 2022 Oct 27, 2022	SELL	$38.55 - $46.17 $2.03 Million - $2.43 Million	-52,545 Reduced 15.38%	289,077 $11.1 Million
Q2 2022 Jul 25, 2022	SELL	$38.67 - $47.45 $5.56 Million - $6.82 Million	-143,769 Reduced 29.62%	341,622 $13.6 Million
Q1 2022 May 03, 2022	SELL	$44.15 - $50.14 $83,355 - $94,664	-1,888 Reduced 0.39%	485,391 $22.9 Million
Q4 2021 Jan 28, 2022	BUY	$46.63 - $50.95 $886,809 - $968,967	19,018 Added 4.06%	487,279 $24.2 Million
Q3 2021 Nov 01, 2021	SELL	$45.05 - $48.67 $7.62 Million - $8.23 Million	-169,041 Reduced 26.52%	468,261 $21.6 Million
Q2 2021 Aug 05, 2021	SELL	$45.87 - $48.58 $286,779 - $303,722	-6,252 Reduced 0.97%	637,302 $30.1 Million
Q1 2021 May 04, 2021	SELL	$39.79 - $47.1 $317,006 - $375,245	-7,967 Reduced 1.22%	643,554 $29.4 Million
Q4 2020 Jan 20, 2021	BUY	$33.07 - $40.57 $131,883 - $161,793	3,988 Added 0.62%	651,521 $26.3 Million
Q3 2020 Oct 15, 2020	BUY	$30.67 - $34.54 $2.79 Million - $3.15 Million	91,068 Added 16.37%	647,533 $21.1 Million
Q2 2020 Aug 03, 2020	BUY	$23.46 - $34.21 $3 Million - $4.38 Million	127,943 Added 29.86%	556,465 $17.4 Million
Q1 2020 Apr 22, 2020	BUY	$21.39 - $37.02 $527,391 - $912,765	24,656 Added 6.1%	428,522 $10.9 Million
Q4 2019 Jan 15, 2020	BUY	$32.63 - $36.43 $7.86 Million - $8.78 Million	241,011 Added 147.99%	403,866 $14.6 Million
Q3 2019 Oct 11, 2019	BUY	$33.7 - $34.71 $4.56 Million - $4.7 Million	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

728

Shares Held

207M

Call Options Held

2.1K

Put Options Held

View Full List

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Measured Wealth Private Client Group, LLC Spdr Portfolio Transaction History