Wcg Wealth Advisors LLC Spdr Portfolio Transaction History

Wcg Wealth Advisors LLC

  • $1.42 Billion
  • Q2 2025

A detailed history of Wcg Wealth Advisors LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 21,836 shares of SPMD stock, worth $1.23 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
21,836
Holding current value
$1.23 Million
% of portfolio
0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$44.89 - $54.38 $980,218 - $1.19 Million
21,836 New
21,836 $1.19 Million
Q1 2024

May 13, 2024
SELL
$47.16 - $53.34 $83,473 - $94,411
-1,770 Reduced 8.05%
20,212 $1.08 Million
Q4 2023

Feb 08, 2024
SELL
$40.76 - $49.2 $325,387 - $392,763
-7,983 Reduced 26.64%
21,982 $1.07 Million
Q3 2023

Nov 09, 2023
BUY
$43.23 - $47.8 $539,640 - $596,687
12,483 Added 71.4%
29,965 $1.31 Million
Q2 2023

Aug 14, 2023
BUY
$42.21 - $45.89 $36,975 - $40,199
876 Added 5.28%
17,482 $802,000
Q1 2023

May 15, 2023
BUY
$41.67 - $47.74 $691,972 - $792,770
16,606 New
16,606 $730,000

Others Institutions Holding SPMD

# of Institutions
794
Shares Held
226M
Call Options Held
11.2K
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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