Warren Street Wealth Advisors, LLC Spdr Portfolio Transaction History

Warren Street Wealth Advisors, LLC

  • $234 Million
  • Q3 2024

A detailed history of Warren Street Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Warren Street Wealth Advisors, LLC holds 122,728 shares of SPMD stock, worth $6.91 Million. This represents 2.87% of its overall portfolio holdings.

Number of Shares
122,728
Previous 118,867 3.25%
Holding current value
$6.91 Million
Previous $6.1 Million 10.05%
% of portfolio
2.87%
Previous 3.09%

Shares

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

Oct 18, 2024
BUY
$50.29 - $54.92 $194,169 - $212,046
3,861 Added 3.25%
122,728 $6.71 Million
Q2 2024

Jul 30, 2024
BUY
$49.54 - $53.39 $183,942 - $198,237
3,713 Added 3.22%
118,867 $6.1 Million
Q1 2024

Apr 30, 2024
BUY
$47.16 - $53.34 $181,707 - $205,519
3,853 Added 3.46%
115,154 $6.14 Million
Q4 2023

Mar 19, 2024
BUY
$40.76 - $49.2 $175,023 - $211,264
4,294 Added 4.01%
111,301 $5.42 Million
Q3 2023

Oct 18, 2023
BUY
$43.23 - $47.8 $51,141 - $56,547
1,183 Added 1.12%
107,007 $4.69 Million
Q2 2023

Jul 17, 2023
BUY
$42.21 - $45.89 $38,115 - $41,438
903 Added 0.86%
105,824 $4.86 Million
Q1 2023

Apr 28, 2023
BUY
$41.67 - $47.74 $118,842 - $136,154
2,852 Added 2.79%
104,921 $4.61 Million
Q4 2022

Feb 01, 2023
BUY
$39.32 - $45.21 $235,841 - $271,169
5,998 Added 6.24%
102,069 $4.34 Million
Q3 2022

Oct 19, 2022
BUY
$38.55 - $46.17 $120,430 - $144,235
3,124 Added 3.36%
96,071 $3.7 Million
Q2 2022

Jul 18, 2022
BUY
$38.67 - $47.45 $168,330 - $206,549
4,353 Added 4.91%
92,947 $3.69 Million
Q1 2022

May 04, 2022
BUY
$44.15 - $50.14 $90,551 - $102,837
2,051 Added 2.37%
88,594 $4.18 Million
Q4 2021

Feb 07, 2022
BUY
$46.63 - $50.95 $4.04 Million - $4.41 Million
86,543 New
86,543 $4.31 Million

Others Institutions Holding SPMD

# of Institutions
653
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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