Zhang Financial LLC Spdr Portfolio Transaction History

Zhang Financial LLC

  • $1.57 Billion
  • Q3 2024

A detailed history of Zhang Financial LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Zhang Financial LLC holds 93,267 shares of SPMD stock, worth $5.1 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
93,267
Previous 65,946 41.43%
Holding current value
$5.1 Million
Previous $3.38 Million 50.72%
% of portfolio
0.32%
Previous 0.24%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$50.29 - $54.92 $1.37 Million - $1.5 Million
27,321 Added 41.43%
93,267 $5.1 Million
Q2 2024

Jul 19, 2024
BUY
$49.54 - $53.39 $779,809 - $840,411
15,741 Added 31.35%
65,946 $3.38 Million
Q1 2024

Apr 24, 2024
BUY
$47.16 - $53.34 $676,793 - $765,482
14,351 Added 40.03%
50,205 $2.68 Million
Q4 2023

Jan 31, 2024
BUY
$40.76 - $49.2 $1.46 Million - $1.76 Million
35,854 New
35,854 $1.75 Million

Others Institutions Holding SPMD

# of Institutions
656
Shares Held
188M
Call Options Held
1K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

SPMD Quotes by TradingView
  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
More about SPMD
Track This Portfolio

Track Zhang Financial LLC Portfolio

Follow Zhang Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Zhang Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email