Higgins & Schmidt Wealth Strategies LLC Spdr Portfolio Transaction History

Higgins & Schmidt Wealth Strategies LLC

  • $160 Billion
  • Q4 2024

A detailed history of Higgins & Schmidt Wealth Strategies LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Higgins & Schmidt Wealth Strategies LLC holds 196,981 shares of SPMD stock, worth $10.1 Million. This represents 6.72% of its overall portfolio holdings.

Number of Shares
196,981
Previous 222,188 11.34%
Holding current value
$10.1 Million
Previous $12.1 Billion 11.33%
% of portfolio
6.72%
Previous 7.84%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Mar 25, 2025
SELL
$54.13 - $59.56 $1.36 Million - $1.5 Million
-25,207 Reduced 11.34%
196,981 $10.8 Billion
Q3 2024

Mar 25, 2025
BUY
$50.29 - $54.92 $622,389 - $679,689
12,376 Added 5.9%
222,188 $12.1 Billion
Q2 2024

Mar 25, 2025
BUY
$49.54 - $53.39 $93,036 - $100,266
1,878 Added 0.9%
209,812 $10.8 Billion
Q1 2024

Mar 25, 2025
BUY
$47.16 - $53.34 $258,248 - $292,089
5,476 Added 2.7%
207,934 $11.1 Billion
Q4 2023

Mar 25, 2025
BUY
$40.76 - $49.2 $8.25 Million - $9.96 Million
202,458 New
202,458 $9.86 Billion

Others Institutions Holding SPMD

# of Institutions
722
Shares Held
205M
Call Options Held
2.1K
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 Higgins & Schmidt Wealth Strategies LLC Portfolio

Follow Higgins & Schmidt Wealth Strategies 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 Higgins & Schmidt Wealth Strategies LLC, based on Form 13F filings with the SEC.

News

Stay updated on Higgins & Schmidt Wealth Strategies LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email