Napa Wealth Management Spdr Portfolio Transaction History

Napa Wealth Management

$178 Billion
Q1 2025

A detailed history of Napa Wealth Management transactions in Spdr Portfolio stock. As of the latest transaction made, Napa Wealth Management holds 4,687 shares of SPMD stock, worth $258,206. This represents 0.14% of its overall portfolio holdings.

Number of Shares

4,687

Previous 4,677 0.21%

Holding current value

$258,206

Previous $256 Million 6.21%

% of portfolio

0.14%

Previous 0.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$50.21 - $57.73 $502 - $577	10 Added 0.21%	4,687 $240 Million
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

736

Shares Held

215M

Call Options Held

14.1K

Put Options Held

700

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

More about SPMD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Napa Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Napa Wealth Management with notifications on news.

Account

Napa Wealth Management Spdr Portfolio Transaction History