National Wealth Management Group, LLC Spdr Portfolio Transaction History

National Wealth Management Group, LLC

$178 Billion
Q2 2025

A detailed history of National Wealth Management Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, National Wealth Management Group, LLC holds 18,278 shares of SPMD stock, worth $1.03 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

18,278

Previous 17,993 1.58%

Holding current value

$1.03 Million

Previous $921 Million 7.94%

% of portfolio

0.56%

Previous 0.61%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Sep 25, 2025	BUY	$44.89 - $54.38 $12,793 - $15,498	285 Added 1.58%	18,278 $994 Million
Q1 2025 May 15, 2025	BUY	$50.21 - $57.73 $604,930 - $695,531	12,048 Added 202.66%	17,993 $921 Million
Q4 2024 Feb 12, 2025	SELL	$54.13 - $59.56 $167,694 - $184,516	-3,098 Reduced 34.26%	5,945 $325 Million
Q3 2024 Nov 13, 2024	SELL	$50.29 - $54.92 $462,064 - $504,604	-9,188 Reduced 50.4%	9,043 $494 Million
Q2 2024 Aug 09, 2024	BUY	$49.54 - $53.39 $73,864 - $79,604	1,491 Added 8.91%	18,231 $935 Million
Q1 2024 May 17, 2024	BUY	$47.16 - $53.34 $37,680 - $42,618	799 Added 5.01%	16,740 $893 Million
Q4 2023 Feb 01, 2024	BUY	$40.76 - $49.2 $10,067 - $12,152	247 Added 1.57%	15,941 $777 Million
Q3 2023 Nov 13, 2023	BUY	$43.23 - $47.8 $31,125 - $34,416	720 Added 4.81%	15,694 $687 Million
Q2 2023 Aug 09, 2023	BUY	$42.21 - $45.89 $632,052 - $687,156	14,974 New	14,974 $699 Million

Others Institutions Holding SPMD

# of Institutions

796

Shares Held

225M

Call Options Held

11.2K

Put Options Held

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 National Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on National Wealth Management Group, LLC with notifications on news.

Account

National Wealth Management Group, LLC Spdr Portfolio Transaction History