A detailed history of Pcg Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 4,839 shares of SPMD stock, worth $272,338. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,839
Previous 4,839 -0.0%
Holding current value
$272,338
Previous $248,000 6.45%
% of portfolio
0.11%
Previous 0.11%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024

SELL
$40.76 - $49.2 $766,206 - $924,861
-18,798 Reduced 79.53%
4,839 $235,000
Q3 2023

Oct 19, 2023

BUY
$43.23 - $47.8 $48,806 - $53,966
1,129 Added 5.02%
23,637 $1.04 Million
Q2 2023

Jul 20, 2023

BUY
$42.21 - $45.89 $72,179 - $78,471
1,710 Added 8.22%
22,508 $1.03 Million
Q1 2023

May 08, 2023

SELL
$41.67 - $47.74 $4,875 - $5,585
-117 Reduced 0.56%
20,798 $913,000
Q4 2022

Feb 13, 2023

SELL
$39.32 - $45.21 $640,090 - $735,973
-16,279 Reduced 43.77%
20,915 $888,000
Q3 2022

Oct 12, 2022

BUY
$38.55 - $46.17 $701,301 - $839,924
18,192 Added 95.74%
37,194 $1.44 Million
Q2 2022

Jul 13, 2022

SELL
$38.67 - $47.45 $3,016 - $3,701
-78 Reduced 0.41%
19,002 $754,000
Q1 2022

Apr 22, 2022

BUY
$44.15 - $50.14 $842,382 - $956,671
19,080 New
19,080 $900,000

Others Institutions Holding SPMD

About SPDR PORTFOLIO


  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
More about SPMD
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