Reston Wealth Management LLC Spdr Portfolio Transaction History

Reston Wealth Management LLC

$268 Million
Q4 2024

A detailed history of Reston Wealth Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Reston Wealth Management LLC holds 358,841 shares of SPMD stock, worth $20.3 Million. This represents 7.31% of its overall portfolio holdings.

Number of Shares

358,841

Previous 354,502 1.22%

Holding current value

$20.3 Million

Previous $19.4 Million 1.24%

% of portfolio

7.31%

Previous 7.04%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$54.13 - $59.56 $234,870 - $258,430	4,339 Added 1.22%	358,841 $19.6 Million
Q3 2024 Oct 28, 2024	SELL	$50.29 - $54.92 $41,539 - $45,363	-826 Reduced 0.23%	354,502 $19.4 Million
Q2 2024 Jul 30, 2024	BUY	$49.54 - $53.39 $106,610 - $114,895	2,152 Added 0.61%	355,328 $18.2 Million
Q1 2024 May 09, 2024	SELL	$47.16 - $53.34 $12,874 - $14,561	-273 Reduced 0.08%	353,176 $18.8 Million
Q4 2023 Jan 24, 2024	BUY	$40.76 - $49.2 $451,498 - $544,988	11,077 Added 3.24%	353,449 $17.2 Million
Q3 2023 Oct 20, 2023	SELL	$43.23 - $47.8 $3.17 Million - $3.51 Million	-73,345 Reduced 17.64%	342,372 $15 Million
Q2 2023 Aug 07, 2023	BUY	$42.21 - $45.89 $335,062 - $364,274	7,938 Added 1.95%	415,717 $19.1 Million
Q1 2023 May 08, 2023	BUY	$41.67 - $47.74 $977,328 - $1.12 Million	23,454 Added 6.1%	407,779 $17.9 Million
Q4 2022 Feb 14, 2023	BUY	$39.32 - $45.21 $6.51 Million - $7.48 Million	165,550 Added 75.67%	384,325 $16.3 Million
Q3 2022 Nov 14, 2022	BUY	$38.55 - $46.17 $6.77 Million - $8.11 Million	175,604 Added 406.76%	218,775 $8.44 Million
Q2 2022 Jul 28, 2022	BUY	$38.67 - $47.45 $1.1 Million - $1.35 Million	28,514 Added 194.54%	43,171 $1.71 Million
Q1 2022 May 04, 2022	BUY	$44.15 - $50.14 $8,476 - $9,626	192 Added 1.33%	14,657 $691,000
Q4 2021 Feb 09, 2022	BUY	$46.63 - $50.95 $17,766 - $19,411	381 Added 2.71%	14,465 $719,000
Q3 2021 Oct 19, 2021	SELL	$45.05 - $48.67 $326,612 - $352,857	-7,250 Reduced 33.98%	14,084 $650,000
Q2 2021 Aug 05, 2021	SELL	$45.87 - $48.58 $96,785 - $102,503	-2,110 Reduced 9.0%	21,334 $1.01 Million
Q1 2021 May 10, 2021	SELL	$39.79 - $47.1 $33,105 - $39,187	-832 Reduced 3.43%	23,444 $1.07 Million
Q4 2020 Feb 10, 2021	BUY	$33.07 - $40.57 $8,928 - $10,953	270 Added 1.12%	24,276 $981,000
Q3 2020 Oct 14, 2020	SELL	$30.67 - $34.54 $9,753 - $10,983	-318 Reduced 1.31%	24,006 $783,000
Q2 2020 Jul 14, 2020	BUY	$23.46 - $34.21 $10,768 - $15,702	459 Added 1.92%	24,324 $760,000
Q1 2020 Apr 14, 2020	BUY	$21.39 - $37.02 $510,472 - $883,482	23,865 New	23,865 $604,000
Q3 2019 Oct 25, 2019	SELL	$33.7 - $34.71 $557,296 - $573,999	-16,537 Closed	0 $0
Q2 2019 Jul 29, 2019	BUY	N/A	560 Added 3.51%	16,537 $563,000
Q1 2019 May 03, 2019	BUY	N/A	8,035 Added 101.17%	15,977 $548,000
Q4 2018 Feb 12, 2019	BUY	N/A	7,942 New	7,942 $234,000

Others Institutions Holding SPMD

# of Institutions

679

Shares Held

189M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO

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Reston Wealth Management LLC Spdr Portfolio Transaction History