Outlook Wealth Advisors, LLC Spdr Portfolio Transaction History

Outlook Wealth Advisors, LLC

$285 Million
Q1 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 8,750 shares of SPMD stock, worth $444,150. This represents 0.16% of its overall portfolio holdings.

Number of Shares

8,750

Previous 14,319 38.89%

Holding current value

$444,150

Previous $697,000 33.14%

% of portfolio

0.16%

Previous 0.29%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	N/A	-30,500 Closed	0 $0
Q1 2022 Jul 28, 2022	BUY	N/A	100 Added 0.33%	30,500 $1.44 Million
Q1 2022 May 13, 2022	SELL	N/A	-560 Reduced 1.81%	30,400 $1.43 Million
Q4 2021 Jan 21, 2022	BUY	N/A	30,960 New	30,960 $1.54 Million

Others Institutions Holding SPMD

# of Institutions

589

Shares Held

169M

Call Options Held

Put Options Held

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

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Outlook Wealth Advisors, LLC Spdr Portfolio Transaction History