Western Wealth Management, LLC Spdr Portfolio Transaction History

Western Wealth Management, LLC

  • $1.27 Billion
  • Q1 2024

A detailed history of Western Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Western Wealth Management, LLC holds 197,051 shares of SPMD stock, worth $10 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
197,051
Previous 214,698 8.22%
Holding current value
$10 Million
Previous $10.5 Million 0.48%
% of portfolio
0.82%
Previous 0.76%

Shares

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

May 02, 2024
SELL
$47.16 - $53.34 $832,232 - $941,290
-17,647 Reduced 8.22%
197,051 $10.5 Million
Q4 2023

Jan 31, 2024
BUY
$40.76 - $49.2 $798,406 - $963,729
19,588 Added 10.04%
214,698 $10.5 Million
Q3 2023

Nov 07, 2023
BUY
$43.23 - $47.8 $824,093 - $911,211
19,063 Added 10.83%
195,110 $8.54 Million
Q2 2023

Aug 30, 2023
BUY
$42.21 - $45.89 $948,247 - $1.03 Million
22,465 Added 14.63%
176,047 $8.08 Million
Q1 2023

Aug 30, 2023
BUY
$41.67 - $47.74 $45,461 - $52,084
1,091 Added 0.72%
153,582 $6.75 Million
Q4 2022

Feb 02, 2023
SELL
$41.68 - $45.21 $5.72 Million - $6.2 Million
-137,212 Reduced 47.36%
152,491 $6.48 Million
Q3 2022

Nov 04, 2022
BUY
N/A
61,781 Added 27.11%
289,703 $11.2 Million
Q2 2022

Jul 18, 2022
BUY
N/A
11,460 Added 5.29%
227,922 $9.06 Million
Q1 2022

May 10, 2022
BUY
N/A
117,986 Added 119.81%
216,462 $10.2 Million
Q4 2021

Feb 14, 2022
BUY
N/A
20,187 Added 25.79%
98,476 $4.9 Million
Q2 2021

Aug 09, 2021
BUY
N/A
36,537 Added 87.51%
78,289 $3.69 Million
Q1 2021

May 14, 2021
BUY
N/A
19,827 Added 90.43%
41,752 $1.91 Million
Q4 2020

Feb 10, 2021
BUY
N/A
7,002 Added 46.92%
21,925 $886,000
Q3 2020

Oct 27, 2020
BUY
N/A
14,923 New
14,923 $487,000

Others Institutions Holding SPMD

# of Institutions
589
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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