Allworth Financial LP Spdr Portfolio Transaction History

Allworth Financial LP

$22 Billion
Q3 2025

A detailed history of Allworth Financial LP transactions in Spdr Portfolio stock. As of the latest transaction made, Allworth Financial LP holds 257,632 shares of SPMD stock, worth $14.5 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

257,632

Previous 233,079 10.53%

Holding current value

$14.5 Million

Previous $12.7 Million 16.25%

% of portfolio

0.07%

Previous 0.06%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Dec 02, 2025	BUY	$54.43 - $58.29 $1.34 Million - $1.43 Million	24,553 Added 10.53%	257,632 $14.7 Million
Q2 2025 Aug 07, 2025	BUY	$44.89 - $54.38 $853,852 - $1.03 Million	19,021 Added 8.89%	233,079 $12.7 Million
Q1 2025 Apr 30, 2025	SELL	$50.21 - $57.73 $1.41 Million - $1.63 Million	-28,163 Reduced 11.63%	214,058 $11 Million
Q4 2024 Jan 30, 2025	BUY	$54.13 - $59.56 $1.34 Million - $1.47 Million	24,715 Added 11.36%	242,221 $13.2 Million
Q3 2024 Oct 23, 2024	BUY	$50.29 - $54.92 $525,379 - $573,749	10,447 Added 5.05%	217,506 $11.9 Million

Q2 2024 Jul 23, 2024	BUY	$49.54 - $53.39 $699,603 - $753,973	14,122 Added 7.32%	207,059 $10.6 Million
Q1 2024 Apr 25, 2024	BUY	$47.16 - $53.34 $528,522 - $597,781	11,207 Added 6.17%	192,937 $10.3 Million
Q4 2023 Jan 24, 2024	SELL	$40.76 - $49.2 $293,635 - $354,436	-7,204 Reduced 3.81%	181,730 $8.85 Million
Q3 2023 Oct 31, 2023	BUY	$43.23 - $47.8 $843,157 - $932,291	19,504 Added 11.51%	188,934 $8.27 Million
Q2 2023 Jul 18, 2023	SELL	$42.21 - $45.89 $147,566 - $160,431	-3,496 Reduced 2.02%	169,430 $7.78 Million
Q1 2023 Apr 18, 2023	BUY	$41.67 - $47.74 $225,601 - $258,464	5,414 Added 3.23%	172,926 $7.6 Million
Q4 2022 Jan 13, 2023	BUY	$39.32 - $45.21 $438,221 - $503,865	11,145 Added 7.13%	167,512 $0
Q3 2022 Oct 18, 2022	SELL	$38.55 - $46.17 $116,536 - $139,571	-3,023 Reduced 1.9%	156,367 $6.03 Million
Q2 2022 Jul 13, 2022	BUY	$38.67 - $47.45 $145,863 - $178,981	3,772 Added 2.42%	159,390 $6.33 Million
Q1 2022 Apr 22, 2022	BUY	$44.15 - $50.14 $6.87 Million - $7.8 Million	155,618 New	155,618 $7.34 Million

Others Institutions Holding SPMD

# of Institutions

802

Shares Held

230M

Call Options Held

Put Options Held

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

More about SPMD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Allworth Financial LP, based on Form 13F filings with the SEC.

News

Stay updated on Allworth Financial LP with notifications on news.

Account

Allworth Financial LP Spdr Portfolio Transaction History