Spire Wealth Management Spdr Portfolio Transaction History

Spire Wealth Management

$3.01 Billion
Q1 2024

A detailed history of Spire Wealth Management transactions in Spdr Portfolio stock. As of the latest transaction made, Spire Wealth Management holds 1,698 shares of SPMD stock, worth $86,190. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,698

Previous 2,484 31.64%

Holding current value

$86,190

Previous $121,000 25.62%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	SELL	$47.16 - $53.34 $37,067 - $41,925	-786 Reduced 31.64%	1,698 $90,000
Q4 2023 Feb 06, 2024	SELL	$40.76 - $49.2 $76,832 - $92,742	-1,885 Reduced 43.14%	2,484 $121,000
Q3 2023 Nov 08, 2023	BUY	$43.23 - $47.8 $180,744 - $199,851	4,181 Added 2223.94%	4,369 $191,000
Q2 2023 Aug 09, 2023	SELL	$42.21 - $45.89 $15,870 - $17,254	-376 Reduced 66.67%	188 $8,000
Q1 2023 May 09, 2023	BUY	$41.67 - $47.74 $12,959 - $14,847	311 Added 122.92%	564 $24,000

Q4 2022 Feb 03, 2023	BUY	$41.68 - $45.21 $7,794 - $8,454	187 Added 283.33%	253 $11,000
Q2 2022 Jul 22, 2022	SELL	N/A	-4,017 Reduced 98.38%	66 $3,000
Q1 2022 Apr 18, 2022	SELL	N/A	-546 Reduced 11.8%	4,083 $193,000
Q4 2021 Jan 14, 2022	SELL	N/A	-873 Reduced 15.87%	4,629 $230,000
Q3 2021 Oct 22, 2021	BUY	N/A	11 Added 0.2%	5,502 $254,000
Q2 2021 Jul 26, 2021	SELL	N/A	-383 Reduced 6.52%	5,491 $259,000
Q1 2021 May 21, 2021	BUY	N/A	5,874 New	5,874 $269,000

Others Institutions Holding SPMD

# of Institutions

589

Shares Held

169M

Call Options Held

Put Options Held

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

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Spire Wealth Management Spdr Portfolio Transaction History