A detailed history of Tmd Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Tmd Wealth Management, LLC holds 3,608 shares of SPY stock, worth $2.06 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
3,608
Previous 3,638 0.82%
Holding current value
$2.06 Million
Previous $1.9 Million 3.21%
% of portfolio
0.51%
Previous 0.55%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

SELL
$495.16 - $548.49 $14,854 - $16,454
-30 Reduced 0.82%
3,608 $1.96 Million
Q1 2024

May 14, 2024

SELL
$467.28 - $523.17 $221,490 - $247,982
-474 Reduced 11.53%
3,638 $1.9 Million
Q4 2023

Feb 13, 2024

SELL
$410.68 - $476.69 $96,509 - $112,022
-235 Reduced 5.41%
4,112 $1.95 Million
Q3 2023

Nov 13, 2023

SELL
$425.88 - $457.79 $54,512 - $58,597
-128 Reduced 2.86%
4,347 $1.86 Million
Q2 2023

Aug 08, 2023

BUY
$404.36 - $443.28 $135,460 - $148,498
335 Added 8.09%
4,475 $1.98 Million
Q1 2023

May 04, 2023

SELL
$379.5 - $416.78 $379,500 - $416,780
-1,000 Reduced 19.46%
4,140 $1.69 Million
Q4 2022

Feb 06, 2023

BUY
$357.63 - $407.42 $924,115 - $1.05 Million
2,584 Added 101.1%
5,140 $1.97 Million
Q3 2022

Nov 09, 2022

BUY
$357.18 - $429.7 $714,360 - $859,400
2,000 Added 359.71%
2,556 $913,000
Q4 2021

Jan 24, 2022

SELL
$428.64 - $477.48 $1,714 - $1,909
-4 Reduced 0.71%
556 $264,000
Q3 2021

Nov 03, 2021

BUY
$424.97 - $453.19 $237,983 - $253,786
560 New
560 $240,000

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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