New England Capital Financial Advisors LLC Spdr Index Shs Fds S Spdr Port Transaction History

New England Capital Financial Advisors LLC

  • $205 Billion
  • Q4 2024

A detailed history of New England Capital Financial Advisors LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, New England Capital Financial Advisors LLC holds 8,231 shares of SPGM stock, worth $521,927. This represents 0.25% of its overall portfolio holdings.

Number of Shares
8,231
Previous 8,511 3.29%
Holding current value
$521,927
Previous $551 Million 5.44%
% of portfolio
0.25%
Previous 0.29%

Shares

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

Feb 03, 2025
SELL
$63.23 - $66.65 $17,704 - $18,662
-280 Reduced 3.29%
8,231 $521 Million
Q3 2024

Oct 29, 2024
BUY
$57.85 - $64.92 $69,477 - $77,968
1,201 Added 16.43%
8,511 $551 Million
Q2 2024

Jul 29, 2024
BUY
$56.67 - $60.99 $61,373 - $66,052
1,083 Added 17.39%
7,310 $444 Million
Q1 2024

May 02, 2024
SELL
$54.21 - $59.68 $35,019 - $38,553
-646 Reduced 9.4%
6,227 $372 Million
Q4 2023

Feb 01, 2024
SELL
$48.07 - $55.48 $5,095 - $5,880
-106 Reduced 1.52%
6,873 $380 Million
Q3 2023

Nov 06, 2023
BUY
$50.1 - $54.28 $6,362 - $6,893
127 Added 1.85%
6,979 $352 Million
Q2 2023

Aug 02, 2023
BUY
$49.47 - $52.62 $34,925 - $37,149
706 Added 11.49%
6,852 $359 Million
Q1 2023

May 04, 2023
SELL
$46.63 - $51.08 $2,891 - $3,166
-62 Reduced 1.0%
6,146 $306 Million
Q4 2022

Feb 03, 2023
BUY
$42.72 - $49.46 $265,205 - $307,047
6,208 New
6,208 $306 Million

Others Institutions Holding SPGM

# of Institutions
142
Shares Held
10.1M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR INDEX SHS FDS S SPDR PORT

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  • Ticker SPGM
  • Sector ETFs
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