Us Advisors Wealth Management, LLC Spdr Portfolio Transaction History

Us Advisors Wealth Management, LLC

$286 Million
Q3 2024

A detailed history of Us Advisors Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 8,289 shares of SPMD stock, worth $470,732. This represents 0.16% of its overall portfolio holdings.

Number of Shares

8,289

Previous 10,279 19.36%

Holding current value

$470,732

Previous $527,000 14.23%

% of portfolio

0.16%

Previous 0.19%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	SELL	$50.29 - $54.92 $100,077 - $109,290	-1,990 Reduced 19.36%	8,289 $452,000
Q2 2024 Aug 06, 2024	SELL	$49.54 - $53.39 $324,041 - $349,223	-6,541 Reduced 38.89%	10,279 $527,000
Q1 2024 May 02, 2024	BUY	$47.16 - $53.34 $9,054 - $10,241	192 Added 1.15%	16,820 $895,000
Q4 2023 Feb 12, 2024	SELL	$40.76 - $49.2 $623,179 - $752,218	-15,289 Reduced 47.9%	16,628 $810,000
Q3 2023 Nov 09, 2023	SELL	$43.23 - $47.8 $25,030 - $27,676	-579 Reduced 1.78%	31,917 $1.4 Million
Q2 2023 Aug 01, 2023	BUY	$42.21 - $45.89 $39,381 - $42,815	933 Added 2.96%	32,496 $1.5 Million
Q1 2023 Apr 13, 2023	SELL	$41.67 - $47.74 $158,679 - $181,793	-3,808 Reduced 10.77%	31,563 $1.39 Million
Q4 2022 Feb 10, 2023	SELL	$39.32 - $45.21 $3,853 - $4,430	-98 Reduced 0.28%	35,371 $1.5 Million
Q3 2022 Nov 14, 2022	SELL	$38.55 - $46.17 $6,514 - $7,802	-169 Reduced 0.47%	35,469 $1.37 Million
Q2 2022 Aug 12, 2022	BUY	$38.67 - $47.45 $31,632 - $38,814	818 Added 2.35%	35,638 $1.41 Million
Q1 2022 Jun 08, 2022	BUY	$44.15 - $50.14 $49,315 - $56,006	1,117 Added 3.31%	34,820 $1.64 Million
Q4 2021 Feb 14, 2022	BUY	$46.63 - $50.95 $127,346 - $139,144	2,731 Added 8.82%	33,703 $1.68 Million
Q3 2021 Nov 03, 2021	BUY	$45.05 - $48.67 $124,067 - $134,037	2,754 Added 9.76%	30,972 $1.43 Million
Q2 2021 Aug 09, 2021	BUY	$45.87 - $48.58 $199,763 - $211,565	4,355 Added 18.25%	28,218 $1.33 Million
Q1 2021 May 11, 2021	BUY	$39.79 - $47.1 $949,508 - $1.12 Million	23,863 New	23,863 $1.09 Million

Others Institutions Holding SPMD

# of Institutions

659

Shares Held

188M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO

Ticker SPMD
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Us Advisors Wealth Management, LLC Spdr Portfolio Transaction History