Spire Wealth Management Spdr Portfolio Transaction History

Spire Wealth Management

$3.02 Billion
Q1 2025

A detailed history of Spire Wealth Management transactions in Spdr Portfolio stock. As of the latest transaction made, Spire Wealth Management holds 2,746 shares of SPMD stock, worth $154,929. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,746

Previous 2,075 32.34%

Holding current value

$154,929

Previous $113,000 23.89%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$50.21 - $57.73 $33,690 - $38,736	671 Added 32.34%	2,746 $140,000
Q3 2024 Oct 15, 2024	SELL	$50.29 - $54.92 $58,336 - $63,707	-1,160 Reduced 35.86%	2,075 $113,000
Q2 2024 Jul 31, 2024	BUY	$49.54 - $53.39 $76,142 - $82,060	1,537 Added 90.52%	3,235 $165,000
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	$39.32 - $45.21 $7,352 - $8,454	187 Added 283.33%	253 $11,000
Q2 2022 Jul 22, 2022	SELL	$38.67 - $47.45 $155,337 - $190,606	-4,017 Reduced 98.38%	66 $3,000
Q1 2022 Apr 18, 2022	SELL	$44.15 - $50.14 $24,105 - $27,376	-546 Reduced 11.8%	4,083 $193,000
Q4 2021 Jan 14, 2022	SELL	$46.63 - $50.95 $40,707 - $44,479	-873 Reduced 15.87%	4,629 $230,000
Q3 2021 Oct 22, 2021	BUY	$45.05 - $48.67 $495 - $535	11 Added 0.2%	5,502 $254,000
Q2 2021 Jul 26, 2021	SELL	$45.87 - $48.58 $17,568 - $18,606	-383 Reduced 6.52%	5,491 $259,000
Q1 2021 May 21, 2021	BUY	$39.79 - $47.1 $233,726 - $276,665	5,874 New	5,874 $269,000

Others Institutions Holding SPMD

# of Institutions

751

Shares Held

216M

Call Options Held

14.1K

Put Options Held

700

View Full List

About SPDR PORTFOLIO

Ticker SPMD
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Spire Wealth Management Spdr Portfolio Transaction History