Patriot Financial Group Insurance Agency, LLC Spdr Portfolio Transaction History

Patriot Financial Group Insurance Agency, LLC

$667 Million
Q2 2024

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	SELL	$38.67 - $47.45 $17,749 - $21,779	-459 Reduced 19.03%	1,953 $78,000
Q1 2022 May 11, 2022	SELL	$44.15 - $50.14 $485 - $551	-11 Reduced 0.45%	2,412 $114,000
Q4 2021 Jan 10, 2022	BUY	$46.63 - $50.95 $26,485 - $28,939	568 Added 30.62%	2,423 $121,000
Q3 2021 Nov 24, 2021	BUY	$45.05 - $48.67 $7,208 - $7,787	160 Added 9.44%	1,855 $86,000
Q2 2021 Jul 30, 2021	BUY	$45.87 - $48.58 $38,760 - $41,050	845 Added 99.41%	1,695 $80,000
Q1 2021 Apr 29, 2021	BUY	$39.79 - $47.1 $2,347 - $2,778	59 Added 7.46%	850 $39,000
Q2 2020 Jul 10, 2020	SELL	$23.46 - $34.21 $9,665 - $14,094	-412 Reduced 34.25%	791 $25,000
Q1 2020 Apr 15, 2020	SELL	$21.39 - $37.02 $5,604 - $9,699	-262 Reduced 17.88%	1,203 $30,000
Q4 2019 Jan 22, 2020	BUY	$32.63 - $36.43 $2,479 - $2,768	76 Added 5.47%	1,465 $53,000
Q3 2019 Oct 25, 2019	BUY	$33.7 - $34.71 $23,994 - $24,713	712 Added 105.17%	1,389 $47,000
Q2 2019 Aug 07, 2019	BUY	N/A	42 Added 6.61%	677 $23,000
Q1 2019 Apr 29, 2019	BUY	N/A	313 Added 97.2%	635 $21,000
Q4 2018 Feb 04, 2019	BUY	N/A	322 New	322 $9,000

Others Institutions Holding SPMD

# of Institutions

619

Shares Held

178M

Call Options Held

100

Put Options Held

300

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