Wealth Management Resources, Inc. Spdr Portfolio Transaction History

Wealth Management Resources, Inc.

$309 Million
Q3 2025

A detailed history of Wealth Management Resources, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 189,057 shares of SPMD stock, worth $10.8 Million. This represents 3.5% of its overall portfolio holdings.

Number of Shares

189,057

Previous 185,758 1.78%

Holding current value

$10.8 Million

Previous $10.1 Million 7.04%

% of portfolio

3.5%

Previous 3.45%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 16, 2025	BUY	$54.43 - $58.29 $179,564 - $192,298	3,299 Added 1.78%	189,057 $10.8 Million
Q2 2025 Jul 24, 2025	BUY	$44.89 - $54.38 $846,939 - $1.03 Million	18,867 Added 11.3%	185,758 $10.1 Million
Q1 2025 Apr 23, 2025	BUY	$50.21 - $57.73 $43,632 - $50,167	869 Added 0.52%	166,891 $8.54 Million
Q4 2024 Jan 21, 2025	BUY	$54.13 - $59.56 $5.65 Million - $6.22 Million	104,362 Added 169.25%	166,022 $9.08 Million
Q3 2024 Oct 31, 2024	SELL	$50.29 - $54.92 $92,080 - $100,558	-1,831 Reduced 2.88%	61,660 $3.37 Million
Q2 2024 Jul 17, 2024	BUY	$49.54 - $53.39 $125,484 - $135,236	2,533 Added 4.16%	63,491 $3.26 Million
Q1 2024 Apr 19, 2024	BUY	$47.16 - $53.34 $359,359 - $406,450	7,620 Added 14.29%	60,958 $3.25 Million
Q4 2023 Jan 19, 2024	BUY	$40.76 - $49.2 $253,486 - $305,974	6,219 Added 13.2%	53,338 $2.6 Million
Q3 2023 Oct 24, 2023	BUY	$43.23 - $47.8 $286,398 - $316,675	6,625 Added 16.36%	47,119 $2.06 Million
Q2 2023 Jul 11, 2023	BUY	$42.21 - $45.89 $741,756 - $806,424	17,573 Added 76.67%	40,494 $1.86 Million
Q1 2023 Apr 10, 2023	BUY	$41.67 - $47.74 $38,669 - $44,302	928 Added 4.22%	22,921 $1.01 Million
Q4 2022 Jan 17, 2023	BUY	$39.32 - $45.21 $51,745 - $59,496	1,316 Added 6.36%	21,993 $0
Q3 2022 Oct 13, 2022	BUY	$38.55 - $46.17 $139,204 - $166,719	3,611 Added 21.16%	20,677 $796,000
Q2 2022 Jul 22, 2022	BUY	$38.67 - $47.45 $1,044 - $1,281	27 Added 0.16%	17,066 $677,000
Q1 2022 Apr 20, 2022	BUY	$44.15 - $50.14 $107,593 - $122,191	2,437 Added 16.69%	17,039 $804,000
Q4 2021 Feb 10, 2022	BUY	$46.63 - $50.95 $680,891 - $743,971	14,602 New	14,602 $141,000

Others Institutions Holding SPMD

# of Institutions

802

Shares Held

225M

Call Options Held

11.2K

Put Options Held

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 Wealth Management Resources, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Management Resources, Inc. with notifications on news.

Account

Wealth Management Resources, Inc. Spdr Portfolio Transaction History