Modern Wealth Management, LLC Spdr Portfolio Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Modern Wealth Management, LLC holds 32,951 shares of SPMD stock, worth $1.85 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
32,951
Previous 25,961 26.93%
Holding current value
$1.85 Million
Previous $1.41 Million 133452.16%
% of portfolio
0.04%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$54.43 - $58.29 $380,465 - $407,447
6,990 Added 26.93%
32,951 $1.88 Billion
Q2 2025

Nov 12, 2025
SELL
$44.89 - $54.38 $673 - $815
-15 Reduced 0.06%
25,961 $1.41 Million
Q2 2025

Aug 14, 2025
BUY
$44.89 - $54.38 $1.17 Million - $1.41 Million
25,976 New
25,976 $1.41 Million

Others Institutions Holding SPMD

# of Institutions
805
Shares Held
232M
Call Options Held
0
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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