Moneta Group Investment Advisors LLC Spdr Portfolio Transaction History

Moneta Group Investment Advisors LLC

  • $8.23 Billion
  • Q2 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 206,025 shares of SPMD stock, worth $11.6 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
206,025
Previous 207,836 0.87%
Holding current value
$11.6 Million
Previous $10.6 Million 5.32%
% of portfolio
0.14%
Previous 0.15%

Shares

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

Aug 14, 2025
SELL
$44.89 - $54.38 $81,295 - $98,482
-1,811 Reduced 0.87%
206,025 $11.2 Million
Q1 2025

May 15, 2025
BUY
$50.21 - $57.73 $787,041 - $904,917
15,675 Added 8.16%
207,836 $10.6 Million
Q4 2024

Feb 11, 2025
BUY
$54.13 - $59.56 $13,749 - $15,128
254 Added 0.13%
192,161 $10.5 Million
Q3 2024

Nov 12, 2024
SELL
$50.29 - $54.92 $322,208 - $351,872
-6,407 Reduced 3.23%
191,907 $10.5 Million
Q2 2024

Aug 13, 2024
BUY
$49.54 - $53.39 $593,538 - $639,665
11,981 Added 6.43%
198,314 $10.2 Million
Q1 2024

Aug 13, 2024
SELL
$47.16 - $53.34 $789,175 - $892,591
-16,734 Reduced 8.24%
186,333 $9.94 Million
Q4 2023

Feb 15, 2024
SELL
$40.76 - $49.2 $264,695 - $319,504
-6,494 Reduced 3.1%
203,067 $9.89 Million
Q3 2023

Nov 15, 2023
BUY
$43.23 - $47.8 $35,621 - $39,387
824 Added 0.39%
209,561 $9.18 Million
Q2 2023

Aug 15, 2023
SELL
$42.21 - $45.89 $123,295 - $134,044
-2,921 Reduced 1.38%
208,737 $9.58 Million
Q1 2023

May 15, 2023
BUY
$41.67 - $47.74 $509,249 - $583,430
12,221 Added 6.13%
211,658 $9.3 Million
Q4 2022

Feb 16, 2023
BUY
$39.32 - $45.21 $7.63 Million - $8.77 Million
193,976 Added 3552.02%
199,437 $8.48 Million
Q4 2022

Feb 16, 2023
SELL
$39.32 - $45.21 $9.27 Billion - $10.7 Billion
-235,867,010 Reduced 100.0%
5,461 $232,000
Q4 2022

Feb 15, 2023
BUY
$39.32 - $45.21 $9.26 Billion - $10.7 Billion
235,628,150 Added 96442.04%
235,872,471 $10 Billion
Q3 2022

Nov 14, 2022
SELL
$38.55 - $46.17 $1.14 Million - $1.36 Million
-29,476 Reduced 10.77%
244,321 $9.42 Million
Q2 2022

Aug 15, 2022
BUY
$38.67 - $47.45 $1.13 Million - $1.38 Million
29,162 Added 11.92%
273,797 $10.9 Million
Q1 2022

May 11, 2022
BUY
$44.15 - $50.14 $930,328 - $1.06 Million
21,072 Added 9.43%
244,635 $11.5 Million
Q4 2021

Feb 11, 2022
BUY
$46.63 - $50.95 $741,137 - $809,799
15,894 Added 7.65%
223,563 $11.1 Million
Q3 2021

Nov 12, 2021
BUY
$45.05 - $48.67 $722,421 - $780,472
16,036 Added 8.37%
207,669 $9.59 Million
Q2 2021

Aug 13, 2021
SELL
$45.87 - $48.58 $62,016 - $65,680
-1,352 Reduced 0.7%
191,633 $9.05 Million
Q1 2021

May 14, 2021
SELL
$39.79 - $47.1 $103,812 - $122,883
-2,609 Reduced 1.33%
192,985 $8.83 Million
Q4 2020

Feb 12, 2021
BUY
$33.07 - $40.57 $122,855 - $150,717
3,715 Added 1.94%
195,594 $7.9 Million
Q3 2020

Nov 13, 2020
BUY
$30.67 - $34.54 $246,556 - $277,667
8,039 Added 4.37%
191,879 $6.26 Million
Q2 2020

Aug 12, 2020
BUY
$23.46 - $34.21 $485,012 - $707,257
20,674 Added 12.67%
183,840 $5.75 Million
Q1 2020

May 13, 2020
BUY
$21.39 - $37.02 $336,828 - $582,953
15,747 Added 10.68%
163,166 $4.13 Million
Q4 2019

Feb 11, 2020
BUY
$32.63 - $36.43 $97,270 - $108,597
2,981 Added 2.06%
147,419 $5.34 Million
Q3 2019

Nov 12, 2019
BUY
$33.7 - $34.71 $111,782 - $115,133
3,317 Added 2.35%
144,438 $4.9 Million
Q2 2019

Aug 16, 2019
SELL
N/A
-210,022 Reduced 59.81%
141,121 $4.81 Million
Q2 2019

Aug 13, 2019
BUY
N/A
202,958 Added 136.96%
351,143 $4.81 Million
Q1 2019

May 15, 2019
BUY
N/A
6,649 Added 4.7%
148,185 $4.94 Million
Q4 2018

Feb 11, 2019
SELL
N/A
-12,479 Reduced 8.1%
141,536 $4.16 Million
Q3 2018

Nov 13, 2018
BUY
N/A
149,962 Added 3700.02%
154,015 $5.57 Million
Q2 2018

Aug 15, 2018
SELL
N/A
-143,416 Reduced 97.25%
4,053 $141,000
Q2 2018

Aug 14, 2018
BUY
N/A
147,469 New
147,469 $5.27 Million

Others Institutions Holding SPMD

# of Institutions
794
Shares Held
226M
Call Options Held
11.2K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

SPMD Quotes by TradingView
  • Ticker SPMD
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