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 $467,713. This represents 0.16% of its overall portfolio holdings.

Number of Shares
8,246
Previous 8,887 7.21%
Holding current value
$467,713
Previous $485,000 7.22%
% of portfolio
0.16%
Previous 0.17%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
678
Shares Held
189M
Call Options Held
1K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

SPMD Quotes by TradingView
  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
More about SPMD
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