Retirement Planning Group Spdr Portfolio Transaction History

Retirement Planning Group

$1.66 Billion
Q4 2024

A detailed history of Retirement Planning Group transactions in Spdr Portfolio stock. As of the latest transaction made, Retirement Planning Group holds 62,278 shares of SPMD stock, worth $3.39 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

62,278

Previous 65,972 5.6%

Holding current value

$3.39 Million

Previous $3.61 Million 5.6%

% of portfolio

0.21%

Previous 0.23%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 18, 2025	SELL	$54.13 - $59.56 $199,956 - $220,014	-3,694 Reduced 5.6%	62,278 $3.41 Million
Q3 2024 Oct 10, 2024	BUY	$50.29 - $54.92 $104,653 - $114,288	2,081 Added 3.26%	65,972 $3.61 Million
Q2 2024 Jul 12, 2024	SELL	$49.54 - $53.39 $13.9 Million - $15 Million	-280,859 Reduced 81.47%	63,891 $3.28 Million
Q1 2024 Apr 12, 2024	BUY	$47.16 - $53.34 $1.44 Million - $1.63 Million	30,524 Added 9.71%	344,750 $18.4 Million
Q4 2023 Jan 12, 2024	BUY	$40.76 - $49.2 $1.37 Million - $1.66 Million	33,727 Added 12.02%	314,226 $15.3 Million
Q3 2023 Oct 24, 2023	BUY	$43.23 - $47.8 $412,716 - $456,346	9,547 Added 3.52%	280,499 $12.3 Million
Q2 2023 Jul 24, 2023	BUY	$42.21 - $45.89 $268,582 - $291,998	6,363 Added 2.4%	270,952 $12.4 Million
Q1 2023 Apr 19, 2023	BUY	$41.67 - $47.74 $1.7 Million - $1.95 Million	40,854 Added 18.26%	264,589 $11.6 Million
Q4 2022 Jan 18, 2023	SELL	$39.32 - $45.21 $34,011 - $39,106	-865 Reduced 0.39%	223,735 $0
Q3 2022 Oct 13, 2022	SELL	$38.55 - $46.17 $113,336 - $135,739	-2,940 Reduced 1.29%	224,600 $8.66 Million
Q2 2022 Jul 13, 2022	SELL	$38.67 - $47.45 $2.62 Million - $3.21 Million	-67,633 Reduced 22.91%	227,540 $9.03 Million
Q1 2022 Apr 19, 2022	SELL	$44.15 - $50.14 $28.6 Million - $32.4 Million	-647,169 Reduced 68.68%	295,173 $13.9 Million
Q4 2021 Jan 20, 2022	BUY	$46.63 - $50.95 $1.57 Million - $1.71 Million	33,611 Added 3.7%	942,342 $46.9 Million
Q3 2021 Oct 18, 2021	BUY	$45.05 - $48.67 $3.24 Million - $3.5 Million	71,889 Added 8.59%	908,731 $41.9 Million
Q2 2021 Jul 19, 2021	BUY	$45.87 - $48.58 $2.7 Million - $2.85 Million	58,761 Added 7.55%	836,842 $39.5 Million
Q1 2021 Apr 26, 2021	SELL	$39.79 - $47.1 $940,038 - $1.11 Million	-23,625 Reduced 2.95%	778,081 $35.6 Million
Q4 2020 Jan 27, 2021	SELL	$33.07 - $40.57 $1.89 Million - $2.31 Million	-57,012 Reduced 6.64%	801,706 $32.4 Million
Q3 2020 Oct 15, 2020	BUY	$30.67 - $34.54 $8.3 Million - $9.34 Million	270,492 Added 45.98%	858,718 $28 Million
Q2 2020 Aug 06, 2020	BUY	$23.46 - $34.21 $9.55 Million - $13.9 Million	406,940 Added 224.47%	588,226 $18.4 Million
Q1 2020 May 05, 2020	BUY	$21.39 - $37.02 $531,905 - $920,576	24,867 Added 15.9%	181,286 $4.59 Million
Q4 2019 Jan 29, 2020	SELL	$32.63 - $36.43 $52,958 - $59,125	-1,623 Reduced 1.03%	156,419 $5.67 Million
Q3 2019 Oct 25, 2019	SELL	$33.7 - $34.71 $3.82 Million - $3.94 Million	-113,488 Reduced 41.8%	158,042 $5.36 Million
Q2 2019 Jul 25, 2019	BUY	N/A	14,116 Added 5.48%	271,530 $9.25 Million
Q1 2019 May 06, 2019	BUY	N/A	30,767 Added 13.57%	257,414 $8.58 Million
Q4 2018 Feb 06, 2019	BUY	N/A	12,067 Added 5.62%	226,647 $6.67 Million
Q3 2018 Nov 07, 2018	BUY	N/A	17,221 Added 8.73%	214,580 $7.76 Million
Q2 2018 Aug 07, 2018	BUY	N/A	197,359 New	197,359 $6.88 Million

Others Institutions Holding SPMD

# of Institutions

714

Shares Held

204M

Call Options Held

2.1K

Put Options Held

View Full List

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Retirement Planning Group Spdr Portfolio Transaction History