Richard W. Paul & Associates, LLC Spdr Portfolio Transaction History

Richard W. Paul & Associates, LLC

  • $251 Billion
  • Q1 2024

A detailed history of Richard W. Paul & Associates, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Richard W. Paul & Associates, LLC holds 3,284 shares of SPMD stock, worth $167,713. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,284
Previous 3,968 17.24%
Holding current value
$167,713
Previous $193 Million 9.39%
% of portfolio
0.07%
Previous 0.08%

Shares

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

May 14, 2024
SELL
$47.16 - $53.34 $32,257 - $36,484
-684 Reduced 17.24%
3,284 $175 Million
Q4 2023

Jan 23, 2024
SELL
$40.76 - $49.2 $10,475 - $12,644
-257 Reduced 6.08%
3,968 $193 Million
Q3 2023

Oct 12, 2023
SELL
$43.23 - $47.8 $39,166 - $43,306
-906 Reduced 17.66%
4,225 $185 Million
Q2 2023

Jul 25, 2023
SELL
$42.21 - $45.89 $11,143 - $12,114
-264 Reduced 4.89%
5,131 $235 Million
Q1 2023

Apr 24, 2023
BUY
$41.67 - $47.74 $1,041 - $1,193
25 Added 0.47%
5,395 $237 Million
Q4 2022

Feb 07, 2023
BUY
$41.68 - $45.21 $223,821 - $242,777
5,370 New
5,370 $228 Million

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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