Octavia Wealth Advisors, LLC Spdr Portfolio Transaction History

Octavia Wealth Advisors, LLC

$990 Million
Q3 2025

A detailed history of Octavia Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 180,553 shares of SPMD stock, worth $10.2 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares

180,553

Previous 173,720 3.93%

Holding current value

$10.2 Million

Previous $9.45 Million 9.31%

% of portfolio

1.04%

Previous 1.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$54.43 - $58.29 $371,920 - $398,295	6,833 Added 3.93%	180,553 $10.3 Million
Q2 2025 Jul 15, 2025	BUY	$44.89 - $54.38 $80,308 - $97,285	1,789 Added 1.04%	173,720 $9.45 Million
Q1 2025 Apr 14, 2025	BUY	$50.21 - $57.73 $1.42 Million - $1.63 Million	28,201 Added 19.62%	171,931 $8.78 Million
Q4 2024 Jan 17, 2025	BUY	$54.13 - $59.56 $517,807 - $569,750	9,566 Added 7.13%	143,730 $7.86 Million
Q3 2024 Oct 10, 2024	BUY	$50.29 - $54.92 $1.15 Million - $1.26 Million	22,924 Added 20.61%	134,164 $7.34 Million

Q2 2024 Aug 01, 2024	BUY	$49.54 - $53.39 $1.25 Million - $1.35 Million	25,322 Added 29.47%	111,240 $5.71 Million
Q1 2024 Apr 15, 2024	BUY	$47.16 - $53.34 $3.49 Million - $3.95 Million	74,008 Added 621.39%	85,918 $4.58 Million
Q4 2023 Jan 30, 2024	BUY	$40.76 - $49.2 $485,451 - $585,972	11,910 New	11,910 $580,000
Q4 2022 Jan 19, 2023	BUY	$39.32 - $45.21 $222,865 - $256,250	5,668 New	5,668 $0

Others Institutions Holding SPMD

# of Institutions

806

Shares Held

232M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

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Octavia Wealth Advisors, LLC Spdr Portfolio Transaction History