Walkner Condon Financial Advisors LLC Spdr Portfolio Transaction History

Walkner Condon Financial Advisors LLC

  • $484 Million
  • Q3 2024

A detailed history of Walkner Condon Financial Advisors LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 113,320 shares of SPMD stock, worth $6.23 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares
113,320
Previous 109,098 3.87%
Holding current value
$6.23 Million
Previous $5.6 Million 10.72%
% of portfolio
1.28%
Previous 1.22%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$50.29 - $54.92 $212,324 - $231,872
4,222 Added 3.87%
113,320 $6.2 Million
Q2 2024

Jul 26, 2024
BUY
$49.54 - $53.39 $45,329 - $48,851
915 Added 0.85%
109,098 $5.6 Million
Q1 2024

Apr 22, 2024
BUY
$47.16 - $53.34 $227,075 - $256,832
4,815 Added 4.66%
108,183 $5.77 Million
Q4 2023

Jan 23, 2024
BUY
$40.76 - $49.2 $531,591 - $641,666
13,042 Added 14.44%
103,368 $5.04 Million
Q3 2023

Oct 19, 2023
BUY
$43.23 - $47.8 $25,592 - $28,297
592 Added 0.66%
90,326 $3.96 Million
Q2 2023

Jul 21, 2023
BUY
$42.21 - $45.89 $35,836 - $38,960
849 Added 0.96%
89,734 $4.12 Million
Q1 2023

Apr 20, 2023
SELL
$41.67 - $47.74 $40,253 - $46,116
-966 Reduced 1.08%
88,885 $3.91 Million
Q4 2022

Jan 25, 2023
SELL
$39.32 - $45.21 $11,127 - $12,794
-283 Reduced 0.31%
89,851 $0
Q3 2022

Oct 28, 2022
BUY
$38.55 - $46.17 $88,433 - $105,913
2,294 Added 2.61%
90,134 $3.48 Million
Q2 2022

Aug 04, 2022
BUY
$38.67 - $47.45 $73,937 - $90,724
1,912 Added 2.23%
87,840 $3.49 Million
Q1 2022

May 03, 2022
BUY
$44.15 - $50.14 $3.55 Million - $4.03 Million
80,447 Added 1467.74%
85,928 $4.05 Billion
Q4 2021

Feb 11, 2022
BUY
$46.63 - $50.95 $255,579 - $279,256
5,481 New
5,481 $0
Q2 2021

Aug 10, 2021
SELL
$45.87 - $48.58 $2.33 Million - $2.47 Million
-50,842 Closed
0 $0
Q1 2021

Apr 13, 2021
BUY
$39.79 - $47.1 $83,877 - $99,286
2,108 Added 4.33%
50,842 $2.33 Million
Q4 2020

Jan 12, 2021
BUY
$33.07 - $40.57 $2,248 - $2,758
68 Added 0.14%
48,734 $1.97 Million
Q3 2020

Nov 10, 2020
BUY
$30.67 - $34.54 $45,084 - $50,773
1,470 Added 3.11%
48,666 $1.59 Million
Q2 2020

Aug 26, 2020
SELL
$23.46 - $34.21 $198,706 - $289,758
-8,470 Reduced 15.22%
47,196 $1.48 Million
Q1 2020

Aug 26, 2020
BUY
$21.39 - $37.02 $330,069 - $571,255
15,431 Added 38.35%
55,666 $1.41 Million
Q4 2019

Aug 26, 2020
BUY
$32.63 - $36.43 $1.31 Million - $1.47 Million
40,235 New
40,235 $1.46 Million

Others Institutions Holding SPMD

# of Institutions
655
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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