Wealthcare Advisory Partners LLC Spdr Portfolio Transaction History

Wealthcare Advisory Partners LLC

$3.54 Billion
Q1 2025

A detailed history of Wealthcare Advisory Partners LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 937,683 shares of SPMD stock, worth $49.8 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares

937,683

Previous 893,367 4.96%

Holding current value

$49.8 Million

Previous $48.9 Million 2.04%

% of portfolio

1.35%

Previous 1.4%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$50.21 - $57.73 $2.23 Million - $2.56 Million	44,316 Added 4.96%	937,683 $47.9 Million
Q4 2024 Jan 15, 2025	BUY	$54.13 - $59.56 $2.23 Million - $2.45 Million	41,178 Added 4.83%	893,367 $48.9 Million
Q3 2024 Nov 04, 2024	BUY	$50.29 - $54.92 $1.39 Million - $1.51 Million	27,559 Added 3.34%	852,189 $46.6 Million
Q2 2024 Aug 09, 2024	BUY	$49.54 - $53.39 $5.29 Million - $5.7 Million	106,694 Added 14.86%	824,630 $42.3 Million
Q1 2024 Apr 15, 2024	BUY	$47.16 - $53.34 $8.54 Million - $9.66 Million	181,163 Added 33.75%	717,936 $38.3 Million
Q4 2023 Feb 06, 2024	BUY	$40.76 - $49.2 $943,227 - $1.14 Million	23,141 Added 4.51%	536,773 $26.2 Million
Q3 2023 Oct 12, 2023	BUY	$43.23 - $47.8 $1.48 Million - $1.64 Million	34,339 Added 7.16%	513,632 $22.5 Million
Q2 2023 Jul 17, 2023	SELL	$42.21 - $45.89 $5.03 Million - $5.47 Million	-119,242 Reduced 19.92%	479,293 $22 Million
Q1 2023 May 04, 2023	BUY	$41.67 - $47.74 $543,376 - $622,529	13,040 Added 2.23%	598,535 $26.3 Million
Q4 2022 Feb 13, 2023	BUY	$39.32 - $45.21 $3.35 Million - $3.85 Million	85,132 Added 17.01%	585,495 $24.9 Million
Q3 2022 Nov 14, 2022	SELL	$38.55 - $46.17 $2.02 Million - $2.42 Million	-52,377 Reduced 9.48%	500,363 $19.3 Million
Q2 2022 Aug 15, 2022	BUY	$38.67 - $47.45 $5.73 Million - $7.03 Million	148,108 Added 36.6%	552,740 $21.9 Million
Q1 2022 Apr 15, 2022	BUY	$44.15 - $50.14 $3.08 Million - $3.5 Million	69,850 Added 20.86%	404,632 $19.1 Million
Q4 2021 Feb 11, 2022	BUY	$46.63 - $50.95 $4.15 Million - $4.54 Million	89,072 Added 36.25%	334,782 $0
Q3 2021 Nov 15, 2021	BUY	$45.05 - $48.67 $1.86 Million - $2.01 Million	41,273 Added 20.19%	245,710 $11.3 Million
Q2 2021 Aug 16, 2021	BUY	$45.87 - $48.58 $5.03 Million - $5.32 Million	109,606 Added 115.58%	204,437 $9.65 Million
Q1 2021 Apr 30, 2021	BUY	$39.79 - $47.1 $3.21 Million - $3.8 Million	80,722 Added 572.13%	94,831 $4.34 Million
Q4 2020 Feb 12, 2021	BUY	$33.07 - $40.57 $466,584 - $572,402	14,109 New	14,109 $570,000
Q2 2020 Jul 29, 2020	SELL	$23.46 - $34.21 $6,428 - $9,373	-274 Closed	0 $0
Q1 2020 Apr 29, 2020	BUY	$21.39 - $37.02 $3,721 - $6,441	174 Added 174.0%	274 $7,000
Q3 2019 Oct 17, 2019	SELL	$33.7 - $34.71 $33 - $34	-1 Reduced 0.99%	100 $3,000
Q2 2019 Jul 30, 2019	BUY	N/A	1 Added 1.0%	101 $3,000
Q3 2018 Nov 14, 2018	BUY	N/A	100 New	100 $4,000

Others Institutions Holding SPMD

# of Institutions

734

Shares Held

215M

Call Options Held

14.1K

Put Options Held

700

View Full List

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Wealthcare Advisory Partners LLC Spdr Portfolio Transaction History