Valtinson Bruner Financial Planning LLC Spdr Portfolio Transaction History

Valtinson Bruner Financial Planning LLC

  • $185 Million
  • Q1 2024

A detailed history of Valtinson Bruner Financial Planning LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 8,095 shares of SPMD stock, worth $410,902. This represents 0.23% of its overall portfolio holdings.

Number of Shares
8,095
Previous 8,157 0.76%
Holding current value
$410,902
Previous $397,000 8.56%
% of portfolio
0.23%
Previous 0.24%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
SELL
$47.16 - $53.34 $2,923 - $3,307
-62 Reduced 0.76%
8,095 $431,000
Q4 2023

Feb 06, 2024
SELL
$40.76 - $49.2 $5,013 - $6,051
-123 Reduced 1.49%
8,157 $397,000
Q3 2023

Oct 24, 2023
SELL
$43.23 - $47.8 $1,988 - $2,198
-46 Reduced 0.55%
8,280 $362,000
Q2 2023

Jul 24, 2023
SELL
$42.21 - $45.89 $10,721 - $11,656
-254 Reduced 2.96%
8,326 $382,000
Q1 2023

May 05, 2023
SELL
$41.67 - $47.74 $16,918 - $19,382
-406 Reduced 4.52%
8,580 $377,000
Q4 2022

Jan 19, 2023
SELL
$41.68 - $45.21 $9,378 - $10,172
-225 Reduced 2.44%
8,986 $0
Q3 2022

Nov 09, 2022
SELL
N/A
-179 Reduced 1.91%
9,211 $355,000
Q2 2022

Aug 08, 2022
SELL
N/A
-169 Reduced 1.77%
9,390 $373,000
Q1 2022

Apr 15, 2022
SELL
N/A
-292 Reduced 2.96%
9,559 $440,000
Q4 2021

Jan 18, 2022
SELL
N/A
-108 Reduced 1.08%
9,851 $490,000
Q3 2021

Oct 21, 2021
SELL
N/A
-59 Reduced 0.59%
9,959 $485,000
Q2 2021

Jul 28, 2021
SELL
N/A
-224 Reduced 2.19%
10,018 $467,000
Q1 2021

Apr 16, 2021
SELL
N/A
-1,154 Reduced 10.13%
10,242 $485,000
Q4 2020

Jan 08, 2021
SELL
N/A
-319 Reduced 2.72%
11,396 $484,000
Q3 2020

Nov 03, 2020
SELL
N/A
-2,361 Reduced 16.77%
11,715 $398,000
Q2 2020

Aug 10, 2020
SELL
N/A
-6,892 Reduced 32.87%
14,076 $479,000
Q1 2020

May 05, 2020
SELL
N/A
-3,920 Reduced 15.75%
20,968 $586,000
Q4 2019

Jan 07, 2020
SELL
N/A
-474 Reduced 1.87%
24,888 $899,000
Q3 2019

Oct 17, 2019
BUY
N/A
25,362 New
25,362 $851,000

Others Institutions Holding SPMD

# of Institutions
589
Shares Held
169M
Call Options Held
2K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

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