Precedent Wealth Partners, LLC Spdr Portfolio Transaction History

Precedent Wealth Partners, LLC

$306 Billion
Q4 2024

A detailed history of Precedent Wealth Partners, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 23,268 shares of SPMD stock, worth $1.31 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

23,268

Previous 121,081 80.78%

Holding current value

$1.31 Million

Previous $6.62 Billion 80.78%

% of portfolio

0.42%

Previous 2.18%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$54.13 - $59.56 $5.29 Million - $5.83 Million	-97,813 Reduced 80.78%	23,268 $1.27 Billion
Q3 2024 Oct 17, 2024	BUY	$50.29 - $54.92 $2.16 Million - $2.36 Million	43,005 Added 55.08%	121,081 $6.62 Billion
Q2 2024 Jul 23, 2024	BUY	$49.54 - $53.39 $1.63 Million - $1.75 Million	32,842 Added 72.6%	78,076 $4.01 Billion
Q1 2024 Apr 23, 2024	BUY	$47.16 - $53.34 $1.02 Million - $1.15 Million	21,590 Added 91.31%	45,234 $2.41 Billion
Q4 2023 Jan 18, 2024	BUY	$40.76 - $49.2 $963,729 - $1.16 Million	23,644 New	23,644 $1.15 Billion

Others Institutions Holding SPMD

# of Institutions

714

Shares Held

204M

Call Options Held

2.1K

Put Options Held

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

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Precedent Wealth Partners, LLC Spdr Portfolio Transaction History