Strategic Wealth Advisors Group, LLC Spdr Portfolio Transaction History

Strategic Wealth Advisors Group, LLC

$2.33 Billion
Q3 2022

A detailed history of Strategic Wealth Advisors Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 149,612 shares of SPMD stock, worth $8.2 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

149,612

Previous 163,137 8.29%

Holding current value

$8.2 Million

Previous $6.64 Million 13.1%

% of portfolio

0.25%

Previous 0.28%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	SELL	$38.55 - $46.17 $521,388 - $624,449	-13,525 Reduced 8.29%	149,612 $5.77 Million
Q2 2022 Aug 12, 2022	BUY	$38.67 - $47.45 $1.02 Million - $1.25 Million	26,305 Added 19.22%	163,137 $6.64 Million
Q1 2022 May 10, 2022	BUY	$44.15 - $50.14 $255,893 - $290,611	5,796 Added 4.42%	136,832 $6.48 Million
Q4 2021 Feb 16, 2022	BUY	$46.63 - $50.95 $191,462 - $209,200	4,106 Added 3.23%	131,036 $6.54 Million
Q3 2021 Nov 17, 2021	SELL	$45.05 - $48.67 $870,681 - $940,645	-19,327 Reduced 13.21%	126,930 $5.86 Million
Q2 2021 Aug 10, 2021	BUY	$45.87 - $48.58 $207,470 - $219,727	4,523 Added 3.19%	146,257 $6.91 Million
Q1 2021 May 07, 2021	BUY	$39.79 - $47.1 $133,415 - $157,926	3,353 Added 2.42%	141,734 $6.49 Million
Q4 2020 Feb 12, 2021	SELL	$33.07 - $40.57 $174,047 - $213,519	-5,263 Reduced 3.66%	138,381 $5.59 Million
Q3 2020 Nov 30, 2020	BUY	$30.67 - $34.54 $159,453 - $179,573	5,199 Added 3.76%	143,644 $4.69 Million
Q2 2020 Aug 03, 2020	BUY	$23.46 - $34.21 $3.25 Million - $4.74 Million	138,445 New	138,445 $4.31 Million

Others Institutions Holding SPMD

# of Institutions

767

Shares Held

220M

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 Strategic Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Advisors Group, LLC with notifications on news.

Account

Strategic Wealth Advisors Group, LLC Spdr Portfolio Transaction History