Phillips Financial Management, LLC Spdr Portfolio Transaction History

Phillips Financial Management, LLC

  • $1.19 Billion
  • Q1 2024

A detailed history of Phillips Financial Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Phillips Financial Management, LLC holds 3,195 shares of SPMD stock, worth $163,168. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,195
Previous 3,195 -0.0%
Holding current value
$163,168
Previous $155,000 9.68%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 25, 2024
BUY
$40.76 - $49.2 $130,228 - $157,194
3,195 New
3,195 $155,000

Others Institutions Holding SPMD

# of Institutions
590
Shares Held
169M
Call Options Held
2K
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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