Western Wealth Management, LLC Spdr Portfolio Transaction History

Western Wealth Management, LLC

$1.72 Billion
Q3 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 217,913 shares of SPMD stock, worth $12 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

217,913

Previous 197,776 10.18%

Holding current value

$12 Million

Previous $10.1 Million 17.45%

% of portfolio

0.69%

Previous 0.76%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$50.29 - $54.92 $1.01 Million - $1.11 Million	20,137 Added 10.18%	217,913 $11.9 Million
Q2 2024 Jul 19, 2024	BUY	$49.54 - $53.39 $35,916 - $38,707	725 Added 0.37%	197,776 $10.1 Million
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	$39.32 - $45.21 $5.4 Million - $6.2 Million	-137,212 Reduced 47.36%	152,491 $6.48 Million
Q3 2022 Nov 04, 2022	BUY	$38.55 - $46.17 $2.38 Million - $2.85 Million	61,781 Added 27.11%	289,703 $11.2 Million
Q2 2022 Jul 18, 2022	BUY	$38.67 - $47.45 $443,158 - $543,777	11,460 Added 5.29%	227,922 $9.06 Million
Q1 2022 May 10, 2022	BUY	$44.15 - $50.14 $5.21 Million - $5.92 Million	117,986 Added 119.81%	216,462 $10.2 Million
Q4 2021 Feb 14, 2022	BUY	$46.63 - $50.95 $941,319 - $1.03 Million	20,187 Added 25.79%	98,476 $4.9 Million
Q2 2021 Aug 09, 2021	BUY	$45.87 - $48.58 $1.68 Million - $1.77 Million	36,537 Added 87.51%	78,289 $3.69 Million
Q1 2021 May 14, 2021	BUY	$39.79 - $47.1 $788,916 - $933,851	19,827 Added 90.43%	41,752 $1.91 Million
Q4 2020 Feb 10, 2021	BUY	$33.07 - $40.57 $231,556 - $284,071	7,002 Added 46.92%	21,925 $886,000
Q3 2020 Oct 27, 2020	BUY	$30.67 - $34.54 $457,688 - $515,440	14,923 New	14,923 $487,000

Others Institutions Holding SPMD

# of Institutions

655

Shares Held

188M

Call Options Held

Put Options Held

View Full List

About SPDR PORTFOLIO

Ticker SPMD
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Western Wealth Management, LLC Spdr Portfolio Transaction History