Trinity Wealth Management, LLC Spdr Portfolio Transaction History

Trinity Wealth Management, LLC

$218 Million
Q1 2025

A detailed history of Trinity Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 25,177 shares of SPMD stock, worth $1.33 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

25,177

Previous 24,034 4.76%

Holding current value

$1.33 Million

Previous $1.31 Million 2.21%

% of portfolio

0.59%

Previous 0.59%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$50.21 - $57.73 $57,390 - $65,985	1,143 Added 4.76%	25,177 $1.29 Million
Q4 2024 Jan 23, 2025	BUY	$54.13 - $59.56 $6,495 - $7,147	120 Added 0.5%	24,034 $1.31 Million
Q3 2024 Oct 18, 2024	BUY	$50.29 - $54.92 $23,787 - $25,977	473 Added 2.02%	23,914 $1.31 Million
Q2 2024 Jul 15, 2024	BUY	$49.54 - $53.39 $41,019 - $44,206	828 Added 3.66%	23,441 $1.2 Million
Q1 2024 Apr 17, 2024	BUY	$47.16 - $53.34 $35,464 - $40,111	752 Added 3.44%	22,613 $1.21 Million
Q4 2023 Jan 18, 2024	BUY	$40.76 - $49.2 $68,395 - $82,557	1,678 Added 8.31%	21,861 $1.07 Million
Q3 2023 Oct 10, 2023	BUY	$43.23 - $47.8 $872,511 - $964,747	20,183 New	20,183 $883,000

Others Institutions Holding SPMD

# of Institutions

734

Shares Held

215M

Call Options Held

14.1K

Put Options Held

700

View Full List

About SPDR PORTFOLIO

Ticker SPMD
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Trinity Wealth Management, LLC Spdr Portfolio Transaction History