Srs Capital Advisors, Inc. Spdr Portfolio Transaction History

Srs Capital Advisors, Inc.

$1.48 Billion
Q1 2025

A detailed history of Srs Capital Advisors, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 219 shares of SPMD stock, worth $12,312. This represents 0.0% of its overall portfolio holdings.

Number of Shares

219

Previous 166 31.93%

Holding current value

$12,312

Previous $9,000 22.22%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$50.21 - $57.73 $2,661 - $3,059	53 Added 31.93%	219 $11,000
Q4 2024 Feb 05, 2025	BUY	$54.13 - $59.56 $2,598 - $2,858	48 Added 40.68%	166 $9,000
Q2 2024 Aug 06, 2024	SELL	$49.54 - $53.39 $2,278 - $2,455	-46 Reduced 28.05%	118 $6,000
Q1 2024 May 14, 2024	BUY	$47.16 - $53.34 $2,169 - $2,453	46 Added 38.98%	164 $8,000
Q4 2023 Feb 06, 2024	SELL	$40.76 - $49.2 $3,627 - $4,378	-89 Reduced 43.0%	118 $5,000
Q2 2023 Aug 14, 2023	BUY	$42.21 - $45.89 $4,980 - $5,415	118 Added 132.58%	207 $9,000
Q4 2020 Feb 03, 2021	BUY	$33.07 - $40.57 $2,943 - $3,610	89 New	89 $4,000

Others Institutions Holding SPMD

# of Institutions

755

Shares Held

215M

Call Options Held

14.1K

Put Options Held

700

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

More about SPMD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Srs Capital Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Srs Capital Advisors, Inc. with notifications on news.

Account

Srs Capital Advisors, Inc. Spdr Portfolio Transaction History