Outlook Wealth Advisors, LLC Spdr Portfolio Transaction History

Outlook Wealth Advisors, LLC

$289 Million
Q4 2024

A detailed history of Outlook Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 8,246 shares of SPMD stock, worth $448,005. This represents 0.16% of its overall portfolio holdings.

Number of Shares

8,246

Previous 8,887 7.21%

Holding current value

$448,005

Previous $485,000 7.22%

% of portfolio

0.16%

Previous 0.17%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$54.13 - $59.56 $34,697 - $38,177	-641 Reduced 7.21%	8,246 $450,000
Q3 2024 Oct 23, 2024	BUY	$50.29 - $54.92 $3,067 - $3,350	61 Added 0.69%	8,887 $485,000
Q2 2024 Jul 18, 2024	BUY	$49.54 - $53.39 $3,765 - $4,057	76 Added 0.87%	8,826 $452,000
Q1 2024 Apr 22, 2024	SELL	$47.16 - $53.34 $262,634 - $297,050	-5,569 Reduced 38.89%	8,750 $466,000
Q4 2023 Jan 29, 2024	BUY	$40.76 - $49.2 $170,784 - $206,148	4,190 Added 41.37%	14,319 $697,000
Q3 2023 Oct 10, 2023	SELL	$43.23 - $47.8 $8,386 - $9,273	-194 Reduced 1.88%	10,129 $443,000
Q2 2023 Jul 10, 2023	SELL	$42.21 - $45.89 $10,003 - $10,875	-237 Reduced 2.24%	10,323 $473,000
Q1 2023 Apr 18, 2023	BUY	$41.67 - $47.74 $440,035 - $504,134	10,560 New	10,560 $464,000
Q2 2022 Jul 28, 2022	SELL	$38.67 - $47.45 $1.18 Million - $1.45 Million	-30,500 Closed	0 $0
Q1 2022 Jul 28, 2022	BUY	$44.15 - $50.14 $4,415 - $5,014	100 Added 0.33%	30,500 $1.44 Million
Q1 2022 May 13, 2022	SELL	$44.15 - $50.14 $24,724 - $28,078	-560 Reduced 1.81%	30,400 $1.43 Million
Q4 2021 Jan 21, 2022	BUY	$46.63 - $50.95 $1.44 Million - $1.58 Million	30,960 New	30,960 $1.54 Million

Others Institutions Holding SPMD

# of Institutions

718

Shares Held

204M

Call Options Held

2.1K

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 Outlook Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Outlook Wealth Advisors, LLC with notifications on news.

Account

Outlook Wealth Advisors, LLC Spdr Portfolio Transaction History