Napa Wealth Management Spdr Portfolio Transaction History

Napa Wealth Management

  • $231 Billion
  • Q4 2024

A detailed history of Napa Wealth Management transactions in Spdr Portfolio stock. As of the latest transaction made, Napa Wealth Management holds 4,677 shares of SPMD stock, worth $245,028. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,677
Previous 4,588 1.94%
Holding current value
$245,028
Previous $251 Million 1.96%
% of portfolio
0.11%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$54.13 - $59.56 $4,817 - $5,300
89 Added 1.94%
4,677 $256 Million
Q3 2024

Nov 07, 2024
BUY
$50.29 - $54.92 $2,564 - $2,800
51 Added 1.12%
4,588 $251 Million
Q2 2024

Aug 14, 2024
BUY
$49.54 - $53.39 $594 - $640
12 Added 0.27%
4,537 $233 Million
Q1 2024

Aug 14, 2024
SELL
$47.16 - $53.34 $88,425 - $100,012
-1,875 Reduced 29.3%
4,525 $241 Million
Q4 2023

Feb 22, 2024
BUY
$40.76 - $49.2 $260,864 - $314,880
6,400 New
6,400 $312 Million

Others Institutions Holding SPMD

# of Institutions
722
Shares Held
205M
Call Options Held
2.1K
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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