Zhang Financial LLC Spdr Portfolio Transaction History

Zhang Financial LLC

$2.42 Billion
Q3 2025

A detailed history of Zhang Financial LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Zhang Financial LLC holds 173,072 shares of SPMD stock, worth $9.74 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

173,072

Previous 153,067 13.07%

Holding current value

$9.74 Million

Previous $8.32 Million 18.91%

% of portfolio

0.41%

Previous 0.39%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$54.43 - $58.29 $1.09 Million - $1.17 Million	20,005 Added 13.07%	173,072 $9.9 Million
Q2 2025 Aug 01, 2025	BUY	$44.89 - $54.38 $470,851 - $570,391	10,489 Added 7.36%	153,067 $8.32 Million
Q1 2025 Apr 15, 2025	BUY	$50.21 - $57.73 $1.36 Million - $1.56 Million	27,083 Added 23.45%	142,578 $7.28 Million
Q4 2024 Jan 16, 2025	BUY	$54.13 - $59.56 $1.2 Million - $1.32 Million	22,228 Added 23.83%	115,495 $6.32 Million
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

806

Shares Held

232M

Call Options Held

Put Options Held

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Zhang Financial LLC Spdr Portfolio Transaction History