Vertex Planning Partners, LLC Spdr Portfolio Transaction History

Vertex Planning Partners, LLC

  • $361 Billion
  • Q1 2024

A detailed history of Vertex Planning Partners, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 57,987 shares of SPMD stock, worth $2.96 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares
57,987
Previous 58,942 1.62%
Holding current value
$2.96 Million
Previous $2.87 Billion 7.71%
% of portfolio
0.86%
Previous 0.85%

Shares

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

May 13, 2024
SELL
$47.16 - $53.34 $45,037 - $50,939
-955 Reduced 1.62%
57,987 $3.09 Billion
Q4 2023

Feb 14, 2024
BUY
$40.76 - $49.2 $543,086 - $655,540
13,324 Added 29.21%
58,942 $2.87 Billion
Q3 2023

Nov 14, 2023
BUY
$43.23 - $47.8 $420,714 - $465,189
9,732 Added 27.12%
45,618 $2 Billion
Q2 2023

Aug 14, 2023
SELL
$42.21 - $45.89 $14,604 - $15,877
-346 Reduced 0.95%
35,886 $1.65 Billion
Q1 2023

May 16, 2023
SELL
$41.67 - $47.74 $255,228 - $292,407
-6,125 Reduced 14.46%
36,232 $1.59 Billion
Q4 2022

Feb 06, 2023
BUY
$41.68 - $45.21 $1.77 Million - $1.91 Million
42,357 New
42,357 $1.8 Billion

Others Institutions Holding SPMD

# of Institutions
590
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
More about SPMD
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