Sax Wealth Advisors, LLC Spdr Portfolio Transaction History

Sax Wealth Advisors, LLC

$1.63 Billion
Q2 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 5,597 shares of SPMD stock, worth $322,611. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,597

Previous 6,439 13.08%

Holding current value

$322,611

Previous $329,000 7.6%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$44.89 - $54.38 $37,797 - $45,787	-842 Reduced 13.08%	5,597 $304,000
Q1 2025 May 14, 2025	BUY	$50.21 - $57.73 $8,334 - $9,583	166 Added 2.65%	6,439 $329,000
Q4 2024 Jan 15, 2025	BUY	$54.13 - $59.56 $67,554 - $74,330	1,248 Added 24.84%	6,273 $343,000
Q3 2024 Oct 17, 2024	SELL	$50.29 - $54.92 $201 - $219	-4 Reduced 0.08%	5,025 $274,000
Q2 2024 Jul 12, 2024	BUY	$49.54 - $53.39 $198 - $213	4 Added 0.08%	5,029 $257,000
Q4 2023 Feb 14, 2024	BUY	$40.76 - $49.2 $204,819 - $247,230	5,025 New	5,025 $244,000

Others Institutions Holding SPMD

# of Institutions

781

Shares Held

224M

Call Options Held

11.2K

Put Options Held

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

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Sax Wealth Advisors, LLC Spdr Portfolio Transaction History