Grey Fox Wealth Advisors, LLC Spdr Portfolio Transaction History

Grey Fox Wealth Advisors, LLC

  • $491 Billion
  • Q3 2025

A detailed history of Grey Fox Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Grey Fox Wealth Advisors, LLC holds 3,745 shares of SPMD stock, worth $210,731. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,745
Previous 3,735 0.27%
Holding current value
$210,731
Previous $203 Million 5.45%
% of portfolio
0.04%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
$54.43 - $58.29 $544 - $582
10 Added 0.27%
3,745 $214 Million
Q2 2025

Aug 06, 2025
SELL
$44.89 - $54.38 $18,270 - $22,132
-407 Reduced 9.83%
3,735 $203 Million
Q1 2025

May 02, 2025
BUY
$50.21 - $57.73 $200 - $230
4 Added 0.1%
4,142 $212 Million
Q4 2024

Feb 11, 2025
BUY
$54.13 - $59.56 $270 - $297
5 Added 0.12%
4,138 $226 Million
Q3 2024

Oct 22, 2024
SELL
$50.29 - $54.92 $57,330 - $62,608
-1,140 Reduced 21.62%
4,133 $226 Million
Q2 2024

Jul 30, 2024
BUY
$49.54 - $53.39 $495 - $533
10 Added 0.19%
5,273 $270 Million
Q1 2024

Apr 11, 2024
BUY
$47.16 - $53.34 $330 - $373
7 Added 0.13%
5,263 $281 Million
Q4 2023

Jan 17, 2024
BUY
$40.76 - $49.2 $214,234 - $258,595
5,256 New
5,256 $256 Million
Q1 2023

May 09, 2023
SELL
$41.67 - $47.74 $36,086 - $41,342
-866 Reduced 26.14%
2,447 $108 Million
Q4 2022

Feb 14, 2023
BUY
$39.32 - $45.21 $130,267 - $149,780
3,313 New
3,313 $141 Million

Others Institutions Holding SPMD

# of Institutions
805
Shares Held
232M
Call Options Held
0
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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