Worth Financial Advisory Group, LLC Spdr Portfolio Transaction History

Worth Financial Advisory Group, LLC

$162 Billion
Q4 2024

A detailed history of Worth Financial Advisory Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 16,212 shares of SPMD stock, worth $839,133. This represents 0.55% of its overall portfolio holdings.

Number of Shares

16,212

Previous 16,452 1.46%

Holding current value

$839,133

Previous $900 Million 1.44%

% of portfolio

0.55%

Previous 0.53%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$54.13 - $59.56 $12,991 - $14,294	-240 Reduced 1.46%	16,212 $887 Million
Q3 2024 Oct 24, 2024	BUY	$50.29 - $54.92 $67,489 - $73,702	1,342 Added 8.88%	16,452 $900 Million
Q2 2024 Jul 26, 2024	BUY	$49.54 - $53.39 $51,323 - $55,312	1,036 Added 7.36%	15,110 $775 Million
Q1 2024 Apr 30, 2024	BUY	$47.16 - $53.34 $138,273 - $156,392	2,932 Added 26.31%	14,074 $751 Million
Q4 2023 Jan 19, 2024	BUY	$40.76 - $49.2 $17,323 - $20,910	425 Added 3.97%	11,142 $543 Million
Q3 2023 Oct 13, 2023	BUY	$43.23 - $47.8 $30,606 - $33,842	708 Added 7.07%	10,717 $469 Million
Q2 2023 Jul 28, 2023	BUY	$42.21 - $45.89 $7,935 - $8,627	188 Added 1.91%	10,009 $459 Million
Q1 2023 Apr 19, 2023	BUY	$41.67 - $47.74 $916 - $1,050	22 Added 0.22%	9,821 $432 Million
Q4 2022 Feb 13, 2023	BUY	$39.32 - $45.21 $385,296 - $443,012	9,799 New	9,799 $416 Million

Others Institutions Holding SPMD

# of Institutions

720

Shares Held

205M

Call Options Held

2.1K

Put Options Held

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

More about SPMD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Worth Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Worth Financial Advisory Group, LLC with notifications on news.

Account

Worth Financial Advisory Group, LLC Spdr Portfolio Transaction History