Spartan Planning & Wealth Management Spdr Portfolio Transaction History

Spartan Planning & Wealth Management

  • $89.6 Million
  • Q4 2023

A detailed history of Spartan Planning & Wealth Management transactions in Spdr Portfolio stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 3,103 shares of SPMD stock, worth $174,636. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,103
Previous 2,868 8.19%
Holding current value
$174,636
Previous $125,000 20.8%
% of portfolio
0.17%
Previous 0.15%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Mar 12, 2024
BUY
$40.76 - $49.2 $9,578 - $11,562
235 Added 8.19%
3,103 $151,000
Q3 2023

Nov 17, 2023
BUY
$43.23 - $47.8 $67,871 - $75,046
1,570 Added 120.96%
2,868 $125,000
Q4 2022

Feb 01, 2023
SELL
$39.32 - $45.21 $4,325 - $4,973
-110 Reduced 7.81%
1,298 $55,000
Q3 2022

Nov 01, 2022
SELL
$38.55 - $46.17 $424 - $507
-11 Reduced 0.78%
1,408 $54,000
Q2 2022

Aug 10, 2022
SELL
$38.67 - $47.45 $78,229 - $95,991
-2,023 Reduced 58.77%
1,419 $56,000
Q1 2022

May 16, 2022
BUY
$44.15 - $50.14 $151,964 - $172,581
3,442 New
3,442 $0

Others Institutions Holding SPMD

# of Institutions
653
Shares Held
188M
Call Options Held
1K
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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