Wealth Management Resources, Inc. Spdr Portfolio Transaction History

Wealth Management Resources, Inc.

$271 Million
Q4 2024

A detailed history of Wealth Management Resources, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 166,022 shares of SPMD stock, worth $9.42 Million. This represents 3.35% of its overall portfolio holdings.

Number of Shares

166,022

Previous 61,660 169.25%

Holding current value

$9.42 Million

Previous $3.37 Million 169.33%

% of portfolio

3.35%

Previous 1.35%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

678

Shares Held

189M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO

Ticker SPMD
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Wealth Management Resources, Inc. Spdr Portfolio Transaction History