Wealth Shield Partners, LLC Spdr Portfolio Transaction History

Wealth Shield Partners, LLC

  • $690 Million
  • Q4 2024

A detailed history of Wealth Shield Partners, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 1,230 shares of SPMD stock, worth $64,513. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,230
Previous 1,225 0.41%
Holding current value
$64,513
Previous $66,000 1.52%
% of portfolio
0.01%
Previous 0.01%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$54.13 - $59.56 $270 - $297
5 Added 0.41%
1,230 $67,000
Q3 2024

Nov 04, 2024
BUY
$50.29 - $54.92 $251 - $274
5 Added 0.41%
1,225 $66,000
Q2 2024

Jul 26, 2024
BUY
$49.54 - $53.39 $198 - $213
4 Added 0.33%
1,220 $62,000
Q1 2024

Apr 29, 2024
SELL
$47.16 - $53.34 $2,876 - $3,253
-61 Reduced 4.78%
1,216 $64,000
Q4 2023

Jan 23, 2024
BUY
$40.76 - $49.2 $203 - $246
5 Added 0.39%
1,277 $62,000
Q3 2023

Oct 25, 2023
SELL
$43.23 - $47.8 $8,429 - $9,321
-195 Reduced 13.29%
1,272 $55,000
Q2 2023

Aug 03, 2023
BUY
$42.21 - $45.89 $211 - $229
5 Added 0.34%
1,467 $67,000
Q1 2023

May 08, 2023
BUY
$41.67 - $47.74 $60,921 - $69,795
1,462 New
1,462 $64,000
Q3 2021

Nov 12, 2021
SELL
$45.05 - $48.67 $111,138 - $120,068
-2,467 Closed
0 $0
Q2 2021

Aug 06, 2021
BUY
$45.87 - $48.58 $275 - $291
6 Added 0.24%
2,467 $116,000
Q1 2021

May 17, 2021
BUY
$39.79 - $47.1 $97,923 - $115,913
2,461 New
2,461 $113,000
Q4 2020

Feb 16, 2021
SELL
$33.07 - $40.57 $86,345 - $105,928
-2,611 Closed
0 $0
Q3 2020

Oct 30, 2020
BUY
$30.67 - $34.54 $122 - $138
4 Added 0.15%
2,611 $85,000
Q2 2020

Aug 13, 2020
SELL
$23.46 - $34.21 $7,718 - $11,255
-329 Reduced 11.21%
2,607 $81,000
Q1 2020

May 12, 2020
SELL
$21.39 - $37.02 $36,641 - $63,415
-1,713 Reduced 36.85%
2,936 $74,000
Q4 2019

Feb 13, 2020
SELL
$32.63 - $36.43 $32,173 - $35,919
-986 Reduced 17.5%
4,649 $168,000
Q3 2019

Nov 13, 2019
BUY
$33.7 - $34.71 $132,710 - $136,687
3,938 Added 232.06%
5,635 $191,000
Q2 2019

Aug 12, 2019
SELL
N/A
-3,251 Reduced 65.7%
1,697 $58,000
Q1 2019

May 14, 2019
BUY
N/A
5 Added 0.1%
4,948 $165,000
Q4 2018

Feb 14, 2019
BUY
N/A
1,609 Added 48.26%
4,943 $145,000
Q3 2018

Nov 05, 2018
BUY
N/A
841 Added 33.73%
3,334 $121,000
Q2 2018

Aug 02, 2018
BUY
N/A
2,228 Added 840.75%
2,493 $87,000
Q1 2018

May 11, 2018
BUY
N/A
265 New
265 $9,000

Others Institutions Holding SPMD

# of Institutions
720
Shares Held
204M
Call Options Held
2.1K
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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