Wealthspire Advisors, LLC Spdr Portfolio Transaction History

Wealthspire Advisors, LLC

$16.6 Billion
Q1 2025

A detailed history of Wealthspire Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 163,767 shares of SPMD stock, worth $9.15 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

163,767

Previous 165,083 0.8%

Holding current value

$9.15 Million

Previous $9.03 Million 7.17%

% of portfolio

0.05%

Previous 0.09%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$50.21 - $57.73 $66,076 - $75,972	-1,316 Reduced 0.8%	163,767 $8.38 Million
Q4 2024 Feb 03, 2025	SELL	$54.13 - $59.56 $523,707 - $576,243	-9,675 Reduced 5.54%	165,083 $9.03 Million
Q3 2024 Nov 13, 2024	SELL	$50.29 - $54.92 $700,338 - $764,815	-13,926 Reduced 7.38%	174,758 $9.56 Million
Q2 2024 Aug 08, 2024	SELL	$49.54 - $53.39 $408,209 - $439,933	-8,240 Reduced 4.18%	188,684 $9.68 Million
Q1 2024 May 06, 2024	SELL	$47.16 - $53.34 $481,031 - $544,068	-10,200 Reduced 4.92%	196,924 $10.5 Million
Q4 2023 Feb 06, 2024	SELL	$40.76 - $49.2 $450,520 - $543,807	-11,053 Reduced 5.07%	207,124 $10.1 Million
Q3 2023 Nov 06, 2023	SELL	$43.23 - $47.8 $266,772 - $294,973	-6,171 Reduced 2.75%	218,177 $9.55 Million
Q2 2023 Jul 31, 2023	SELL	$42.21 - $45.89 $150,731 - $163,873	-3,571 Reduced 1.57%	224,348 $10.3 Million
Q1 2023 May 09, 2023	BUY	$41.67 - $47.74 $6,833 - $7,829	164 Added 0.07%	227,919 $10 Million
Q4 2022 Feb 13, 2023	SELL	$39.32 - $45.21 $20,878 - $24,006	-531 Reduced 0.23%	227,755 $9.68 Million
Q3 2022 Nov 14, 2022	BUY	$38.55 - $46.17 $83,306 - $99,773	2,161 Added 0.96%	228,286 $8.8 Million
Q2 2022 Aug 09, 2022	BUY	$38.67 - $47.45 $8.74 Million - $10.7 Million	226,125 New	226,125 $8.98 Million
Q4 2021 Feb 14, 2022	SELL	$46.63 - $50.95 $11.1 Million - $12.2 Million	-239,087 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$45.05 - $48.67 $10.8 Million - $11.6 Million	239,087 New	239,087 $11 Million

Others Institutions Holding SPMD

# of Institutions

757

Shares Held

215M

Call Options Held

14.1K

Put Options Held

700

View Full List

About SPDR PORTFOLIO

Ticker SPMD
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Wealthspire Advisors, LLC Spdr Portfolio Transaction History