Private Wealth Group, LLC Spdr Portfolio Transaction History

Private Wealth Group, LLC

  • $186 Million
  • Q1 2024

A detailed history of Private Wealth Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Private Wealth Group, LLC holds 157,145 shares of SPMD stock, worth $8.05 Million. This represents 4.5% of its overall portfolio holdings.

Number of Shares
157,145
Previous 150,469 4.44%
Holding current value
$8.05 Million
Previous $7.33 Million 14.35%
% of portfolio
4.5%
Previous 4.17%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024
BUY
$47.16 - $53.34 $314,840 - $356,097
6,676 Added 4.44%
157,145 $8.38 Million
Q4 2023

Jan 26, 2024
SELL
$40.76 - $49.2 $172,740 - $208,509
-4,238 Reduced 2.74%
150,469 $7.33 Million
Q3 2023

Nov 14, 2023
BUY
$43.23 - $47.8 $2.78 Million - $3.07 Million
64,277 Added 71.08%
154,707 $6.77 Million
Q2 2023

Aug 10, 2023
BUY
$42.21 - $45.89 $2.33 Million - $2.53 Million
55,090 Added 155.89%
90,430 $4.15 Million
Q1 2023

May 01, 2023
SELL
$41.67 - $47.74 $193,265 - $221,418
-4,638 Reduced 11.6%
35,340 $1.55 Million
Q4 2022

Feb 06, 2023
SELL
$41.68 - $45.21 $7,877 - $8,544
-189 Reduced 0.47%
39,978 $1.7 Million
Q3 2022

Oct 12, 2022
SELL
N/A
-58,237 Reduced 59.18%
40,167 $1.55 Million
Q2 2022

Jul 13, 2022
SELL
N/A
-48,892 Reduced 33.19%
98,404 $3.91 Million
Q1 2022

Apr 13, 2022
SELL
N/A
-15,809 Reduced 9.69%
147,296 $6.95 Million
Q4 2021

Jan 18, 2022
BUY
N/A
605 Added 0.37%
163,105 $8.11 Million
Q3 2021

Oct 27, 2021
BUY
N/A
4,455 Added 2.82%
162,500 $7.5 Million
Q2 2021

Aug 06, 2021
BUY
N/A
9,431 Added 6.35%
158,045 $7.46 Million
Q1 2021

May 03, 2021
SELL
N/A
-1,875 Reduced 1.25%
148,614 $6.8 Million
Q4 2020

Feb 01, 2021
SELL
N/A
-8,835 Reduced 5.55%
150,489 $6.08 Million
Q3 2020

Nov 06, 2020
BUY
N/A
151,310 Added 1888.07%
159,324 $5.2 Million
Q2 2020

Jul 31, 2020
BUY
N/A
8,014 New
8,014 $250,000

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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