Wealthquest Corp Spdr Portfolio Transaction History

Wealthquest Corp

  • $781 Million
  • Q1 2024

A detailed history of Wealthquest Corp transactions in Spdr Portfolio stock. As of the latest transaction made, Wealthquest Corp holds 280,454 shares of SPMD stock, worth $14.4 Million. This represents 1.92% of its overall portfolio holdings.

Number of Shares
280,454
Previous 276,030 1.6%
Holding current value
$14.4 Million
Previous $13.4 Million 11.24%
% of portfolio
1.92%
Previous 1.82%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
BUY
$47.16 - $53.34 $208,635 - $235,976
4,424 Added 1.6%
280,454 $15 Million
Q4 2023

Feb 15, 2024
BUY
$40.76 - $49.2 $1.07 Million - $1.29 Million
26,139 Added 10.46%
276,030 $13.4 Million
Q3 2023

Nov 15, 2023
BUY
$43.23 - $47.8 $1.2 Million - $1.33 Million
27,808 Added 12.52%
249,891 $10.9 Million
Q2 2023

Aug 14, 2023
BUY
$42.21 - $45.89 $1.28 Million - $1.39 Million
30,295 Added 15.8%
222,083 $10.2 Million
Q1 2023

May 04, 2023
BUY
$41.67 - $47.74 $977,619 - $1.12 Million
23,461 Added 13.94%
191,788 $8.43 Million
Q4 2022

Feb 10, 2023
BUY
$41.68 - $45.21 $1.38 Million - $1.5 Million
33,147 Added 24.52%
168,327 $7.15 Million
Q3 2022

Nov 08, 2022
BUY
N/A
69,606 Added 106.15%
135,180 $5.21 Million
Q2 2022

Aug 12, 2022
BUY
N/A
33,895 Added 107.0%
65,574 $2.6 Million
Q4 2021

Feb 14, 2022
BUY
N/A
12,644 Added 66.43%
31,679 $1.58 Million
Q3 2021

Nov 15, 2021
BUY
N/A
8,021 Added 72.83%
19,035 $878,000
Q2 2021

Aug 10, 2021
BUY
N/A
11,014 New
11,014 $519,000
Q2 2020

Aug 11, 2020
SELL
N/A
-139,230 Closed
0 $0
Q4 2019

Feb 18, 2020
SELL
N/A
-14,854 Reduced 9.64%
139,230 $5.04 Million
Q3 2019

Oct 18, 2019
SELL
N/A
-10,638 Reduced 6.46%
154,084 $5.22 Million
Q2 2019

Jul 22, 2019
SELL
N/A
-3,166 Reduced 1.89%
164,722 $5.61 Million
Q1 2019

Apr 18, 2019
BUY
N/A
13,845 Added 8.99%
167,888 $5.6 Million
Q4 2018

Jan 23, 2019
BUY
N/A
154,043 New
154,043 $4.53 Million

Others Institutions Holding SPMD

# of Institutions
590
Shares Held
169M
Call Options Held
2K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

SPMD Quotes by TradingView
  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
More about SPMD
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