Cassaday & CO Wealth Management LLC Spdr Portfolio Transaction History

Cassaday & CO Wealth Management LLC

  • $3.66 Billion
  • Q4 2024

A detailed history of Cassaday & CO Wealth Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 5,953 shares of SPMD stock, worth $333,963. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,953
Previous 5,425 9.73%
Holding current value
$333,963
Previous $296,000 9.8%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 03, 2025
BUY
$54.13 - $59.56 $28,580 - $31,447
528 Added 9.73%
5,953 $325,000
Q3 2024

Nov 07, 2024
BUY
$50.29 - $54.92 $1,156 - $1,263
23 Added 0.43%
5,425 $296,000
Q2 2024

Jul 30, 2024
SELL
$49.54 - $53.39 $93,927 - $101,227
-1,896 Reduced 25.98%
5,402 $277,000
Q1 2024

May 08, 2024
BUY
$47.16 - $53.34 $74,842 - $84,650
1,587 Added 27.79%
7,298 $389,000
Q4 2023

Feb 09, 2024
BUY
$40.76 - $49.2 $232,780 - $280,981
5,711 New
5,711 $278,000
Q4 2022

Feb 07, 2023
BUY
$39.32 - $45.21 $188,618 - $216,872
4,797 New
4,797 $0

Others Institutions Holding SPMD

# of Institutions
713
Shares Held
203M
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
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