Wbh Advisory Inc Spdr Portfolio Transaction History

Wbh Advisory Inc

  • $964 Million
  • Q1 2024

A detailed history of Wbh Advisory Inc transactions in Spdr Portfolio stock. As of the latest transaction made, Wbh Advisory Inc holds 188,365 shares of SPMD stock, worth $9.6 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
188,365
Previous 183,250 2.79%
Holding current value
$9.6 Million
Previous $8.93 Million 12.55%
% of portfolio
1.04%
Previous 1.0%

Shares

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

Apr 16, 2024
BUY
$47.16 - $53.34 $241,223 - $272,834
5,115 Added 2.79%
188,365 $10 Million
Q4 2023

Jan 09, 2024
BUY
$40.76 - $49.2 $420,806 - $507,940
10,324 Added 5.97%
183,250 $8.93 Million
Q3 2023

Oct 10, 2023
SELL
$43.23 - $47.8 $105,437 - $116,584
-2,439 Reduced 1.39%
172,926 $7.57 Million
Q2 2023

Jul 12, 2023
BUY
$42.21 - $45.89 $507,575 - $551,827
12,025 Added 7.36%
175,365 $8.05 Million
Q1 2023

Apr 20, 2023
BUY
$41.67 - $47.74 $1.06 Million - $1.22 Million
25,467 Added 18.47%
163,340 $7.18 Million
Q3 2022

Oct 18, 2022
BUY
N/A
1,181 Added 0.86%
137,873 $5.32 Million
Q2 2022

Jul 12, 2022
SELL
N/A
-16,234 Reduced 10.62%
136,692 $5.49 Million
Q1 2022

Apr 29, 2022
BUY
N/A
8,277 Added 5.72%
152,926 $0
Q4 2021

Jan 28, 2022
BUY
N/A
12,470 Added 9.43%
144,649 $7.2 Million
Q3 2021

Oct 25, 2021
BUY
N/A
2,260 Added 1.74%
132,179 $6.1 Million
Q2 2021

Jul 27, 2021
BUY
N/A
12,378 Added 10.53%
129,919 $6.09 Million
Q1 2021

Apr 19, 2021
BUY
N/A
8,461 Added 7.76%
117,541 $5.38 Million
Q4 2020

Jan 21, 2021
BUY
N/A
13,440 Added 14.05%
109,080 $4.72 Million
Q3 2020

Oct 27, 2020
BUY
N/A
5,761 Added 6.41%
95,640 $3.12 Million
Q2 2020

Aug 05, 2020
BUY
N/A
11,606 Added 14.83%
89,879 $2.81 Million
Q1 2020

May 07, 2020
BUY
N/A
78,273 New
78,273 $1.98 Million

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
More about SPMD
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