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

U.S. Capital Wealth Advisors, LLC

  • $2.65 Billion
  • Q3 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 7,420 shares of SPMD stock, worth $422,049. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,420
Previous 7,420 -0.0%
Holding current value
$422,049
Previous $380,000 6.58%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
656
Shares Held
188M
Call Options Held
1K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

SPMD Quotes by TradingView
  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
More about SPMD
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