Wbh Advisory Inc Spdr Portfolio Transaction History

Wbh Advisory Inc

$1.06 Billion
Q1 2025

A detailed history of Wbh Advisory Inc transactions in Spdr Portfolio stock. As of the latest transaction made, Wbh Advisory Inc holds 210,152 shares of SPMD stock, worth $11.1 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares

210,152

Previous 206,019 2.01%

Holding current value

$11.1 Million

Previous $11.3 Million 4.54%

% of portfolio

1.01%

Previous 1.05%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$50.21 - $57.73 $207,517 - $238,598	4,133 Added 2.01%	210,152 $10.8 Million
Q4 2024 Jan 30, 2025	BUY	$54.13 - $59.56 $293,438 - $322,874	5,421 Added 2.7%	206,019 $11.3 Million
Q3 2024 Oct 15, 2024	BUY	$50.29 - $54.92 $419,217 - $457,813	8,336 Added 4.34%	200,598 $11 Million
Q2 2024 Jul 11, 2024	BUY	$49.54 - $53.39 $193,057 - $208,060	3,897 Added 2.07%	192,262 $9.86 Million
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	$38.55 - $46.17 $45,527 - $54,526	1,181 Added 0.86%	137,873 $5.32 Million
Q2 2022 Jul 12, 2022	SELL	$38.67 - $47.45 $627,768 - $770,303	-16,234 Reduced 10.62%	136,692 $5.49 Million
Q1 2022 Apr 29, 2022	BUY	$44.15 - $50.14 $365,429 - $415,008	8,277 Added 5.72%	152,926 $0
Q4 2021 Jan 28, 2022	BUY	$46.63 - $50.95 $581,476 - $635,346	12,470 Added 9.43%	144,649 $7.2 Million
Q3 2021 Oct 25, 2021	BUY	$45.05 - $48.67 $101,813 - $109,994	2,260 Added 1.74%	132,179 $6.1 Million
Q2 2021 Jul 27, 2021	BUY	$45.87 - $48.58 $567,778 - $601,323	12,378 Added 10.53%	129,919 $6.09 Million
Q1 2021 Apr 19, 2021	BUY	$39.79 - $47.1 $336,663 - $398,513	8,461 Added 7.76%	117,541 $5.38 Million
Q4 2020 Jan 21, 2021	BUY	$33.07 - $40.57 $444,460 - $545,260	13,440 Added 14.05%	109,080 $4.72 Million
Q3 2020 Oct 27, 2020	BUY	$30.67 - $34.54 $176,689 - $198,984	5,761 Added 6.41%	95,640 $3.12 Million
Q2 2020 Aug 05, 2020	BUY	$23.46 - $34.21 $272,276 - $397,041	11,606 Added 14.83%	89,879 $2.81 Million
Q1 2020 May 07, 2020	BUY	$21.39 - $37.02 $1.67 Million - $2.9 Million	78,273 New	78,273 $1.98 Million

Others Institutions Holding SPMD

# of Institutions

734

Shares Held

215M

Call Options Held

14.1K

Put Options Held

700

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

More about SPMD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wbh Advisory Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wbh Advisory Inc with notifications on news.

Account