U.S. Capital Wealth Advisors, LLC Spdr Portfolio Transaction History

U.S. Capital Wealth Advisors, LLC

$3.03 Billion
Q4 2024

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 7,870 shares of SPMD stock, worth $445,678. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,870

Previous 7,420 6.06%

Holding current value

$445,678

Previous $405,000 6.17%

% of portfolio

0.01%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$54.13 - $59.56 $24,358 - $26,802	450 Added 6.06%	7,870 $430,000
Q1 2024 May 10, 2024	SELL	$47.16 - $53.34 $85,076 - $96,225	-1,804 Reduced 19.56%	7,420 $395,000
Q4 2023 Feb 06, 2024	SELL	$40.76 - $49.2 $263,921 - $318,570	-6,475 Reduced 41.24%	9,224 $449,000
Q3 2023 Oct 19, 2023	BUY	$43.23 - $47.8 $243,298 - $269,018	5,628 Added 55.88%	15,699 $687,000
Q1 2023 May 11, 2023	BUY	$41.67 - $47.74 $38,628 - $44,254	927 Added 10.14%	10,071 $442,000
Q4 2022 Feb 03, 2023	BUY	$39.32 - $45.21 $359,542 - $413,400	9,144 New	9,144 $388,000

Others Institutions Holding SPMD

# of Institutions

679

Shares Held

189M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO

Ticker SPMD
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U.S. Capital Wealth Advisors, LLC Spdr Portfolio Transaction History