Us Advisors Wealth Management, LLC Spdr Portfolio Transaction History

Us Advisors Wealth Management, LLC

  • $308 Million
  • Q4 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 7,910 shares of SPMD stock, worth $395,025. This represents 0.14% of its overall portfolio holdings.

Number of Shares
7,910
Previous 8,289 4.57%
Holding current value
$395,025
Previous $452,000 4.42%
% of portfolio
0.14%
Previous 0.16%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$54.13 - $59.56 $20,515 - $22,573
-379 Reduced 4.57%
7,910 $432,000
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
732
Shares Held
209M
Call Options Held
2.1K
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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