Wealth Management Resources, Inc. Spdr Portfolio Transaction History

Wealth Management Resources, Inc.

$357 Million
Q1 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 60,958 shares of SPMD stock, worth $3.11 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares

60,958

Previous 53,338 14.29%

Holding current value

$3.11 Million

Previous $2.6 Million 25.13%

% of portfolio

0.91%

Previous 0.81%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$41.68 - $45.21 $54,850 - $59,496	1,316 Added 6.36%	21,993 $0
Q3 2022 Oct 13, 2022	BUY	N/A	3,611 Added 21.16%	20,677 $796,000
Q2 2022 Jul 22, 2022	BUY	N/A	27 Added 0.16%	17,066 $677,000
Q1 2022 Apr 20, 2022	BUY	N/A	2,437 Added 16.69%	17,039 $804,000
Q4 2021 Feb 10, 2022	BUY	N/A	14,602 New	14,602 $141,000

Others Institutions Holding SPMD

# of Institutions

590

Shares Held

169M

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