Nelson, Van Denburg & Campbell Wealth Management Group, LLC Spdr Portfolio Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.63 Billion
Q4 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 200,697 shares of SPMD stock, worth $10.9 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

200,697

Previous 187,913 6.8%

Holding current value

$10.9 Million

Previous $10.3 Million 6.82%

% of portfolio

0.42%

Previous 0.42%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$54.13 - $59.56 $691,997 - $761,415	12,784 Added 6.8%	200,697 $11 Million
Q3 2024 Nov 08, 2024	BUY	$50.29 - $54.92 $633,452 - $691,772	12,596 Added 7.18%	187,913 $10.3 Million
Q2 2024 Aug 13, 2024	BUY	$49.54 - $53.39 $679,738 - $732,564	13,721 Added 8.49%	175,317 $8.99 Million
Q1 2024 Apr 30, 2024	BUY	$47.16 - $53.34 $1.59 Million - $1.8 Million	33,769 Added 26.42%	161,596 $8.62 Million
Q4 2023 Jan 30, 2024	BUY	$40.76 - $49.2 $4.62 Million - $5.57 Million	113,256 Added 777.27%	127,827 $6.23 Million
Q3 2023 Oct 17, 2023	BUY	$43.23 - $47.8 $251,857 - $278,482	5,826 Added 66.62%	14,571 $638,000
Q2 2023 Jul 19, 2023	SELL	$42.21 - $45.89 $35,371 - $38,455	-838 Reduced 8.74%	8,745 $401,000
Q1 2023 May 10, 2023	SELL	$41.67 - $47.74 $5,667 - $6,492	-136 Reduced 1.4%	9,583 $421,000
Q4 2022 Feb 14, 2023	SELL	$39.32 - $45.21 $24,063 - $27,668	-612 Reduced 5.92%	9,719 $413,000
Q3 2022 Oct 26, 2022	SELL	$38.55 - $46.17 $10,061 - $12,050	-261 Reduced 2.46%	10,331 $398,000
Q2 2022 Aug 10, 2022	BUY	$38.67 - $47.45 $10,208 - $12,526	264 Added 2.56%	10,592 $420,000
Q1 2022 May 13, 2022	SELL	$44.15 - $50.14 $11,964 - $13,587	-271 Reduced 2.56%	10,328 $487,000
Q4 2021 Feb 14, 2022	SELL	$46.63 - $50.95 $27,558 - $30,111	-591 Reduced 5.28%	10,599 $527,000
Q3 2021 Nov 02, 2021	SELL	$45.05 - $48.67 $6,036 - $6,521	-134 Reduced 1.18%	11,190 $516,000
Q2 2021 Jul 27, 2021	SELL	$45.87 - $48.58 $16,513 - $17,488	-360 Reduced 3.08%	11,324 $534,000
Q1 2021 May 11, 2021	SELL	$39.79 - $47.1 $99,395 - $117,655	-2,498 Reduced 17.61%	11,684 $534,000
Q4 2020 Feb 09, 2021	BUY	$33.07 - $40.57 $826 - $1,014	25 Added 0.18%	14,182 $572,000
Q3 2020 Oct 20, 2020	SELL	$30.67 - $34.54 $30,393 - $34,229	-991 Reduced 6.54%	14,157 $461,000
Q2 2020 Jul 02, 2020	BUY	$23.46 - $34.21 $1,689 - $2,463	72 Added 0.48%	15,148 $0
Q1 2020 Apr 01, 2020	BUY	$21.39 - $37.02 $18,502 - $32,022	865 Added 6.09%	15,076 $0
Q4 2019 Feb 11, 2020	SELL	$32.63 - $36.43 $33,119 - $36,976	-1,015 Reduced 6.67%	14,211 $0
Q3 2019 Oct 09, 2019	BUY	$33.7 - $34.71 $113,838 - $117,250	3,378 Added 28.51%	15,226 $0
Q2 2019 Aug 14, 2019	BUY	N/A	2,445 Added 26.0%	11,848 $404,000
Q1 2019 May 08, 2019	BUY	N/A	4,109 Added 77.62%	9,403 $313,000
Q4 2018 Feb 13, 2019	BUY	N/A	2,374 Added 81.3%	5,294 $155,000
Q3 2018 Nov 14, 2018	BUY	N/A	176 Added 6.41%	2,920 $106,000
Q2 2018 Aug 16, 2018	BUY	N/A	994 Added 56.8%	2,744 $96,000
Q1 2018 May 15, 2018	BUY	N/A	1,750 New	1,750 $58,000

Others Institutions Holding SPMD

# of Institutions

714

Shares Held

204M

Call Options Held

2.1K

Put Options Held

View Full List

About SPDR PORTFOLIO

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Nelson, Van Denburg & Campbell Wealth Management Group, LLC Spdr Portfolio Transaction History