A detailed history of Wealthcare Capital Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Wealthcare Capital Management LLC holds 22,770 shares of SPMD stock, worth $1.3 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
22,770
Previous 16,984 34.07%
Holding current value
$1.3 Million
Previous $871,000 42.94%
% of portfolio
0.13%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$50.29 - $54.92 $290,977 - $317,767
5,786 Added 34.07%
22,770 $1.25 Million
Q2 2024

Aug 09, 2024

BUY
$49.54 - $53.39 $547,565 - $590,119
11,053 Added 186.36%
16,984 $871,000
Q1 2024

Apr 15, 2024

SELL
$47.16 - $53.34 $63,807 - $72,169
-1,353 Reduced 18.57%
5,931 $316,000
Q4 2023

Feb 08, 2024

BUY
$40.76 - $49.2 $296,895 - $358,372
7,284 New
7,284 $354,000

Others Institutions Holding SPMD

About SPDR PORTFOLIO


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