A detailed history of Annapolis Financial Services, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Annapolis Financial Services, LLC holds 62,826 shares of SPMD stock, worth $3.46 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares
62,826
Previous 62,758 0.11%
Holding current value
$3.46 Million
Previous $3.22 Million 6.71%
% of portfolio
1.06%
Previous 1.09%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$50.29 - $54.92 $3,419 - $3,734
68 Added 0.11%
62,826 $3.44 Million
Q2 2024

Jul 17, 2024

BUY
$49.54 - $53.39 $1,882 - $2,028
38 Added 0.06%
62,758 $3.22 Million
Q1 2024

Apr 17, 2024

SELL
$47.16 - $53.34 $43,340 - $49,019
-919 Reduced 1.44%
62,720 $3.35 Million
Q4 2023

Jan 31, 2024

BUY
$40.76 - $49.2 $1,508 - $1,820
37 Added 0.06%
63,639 $3.1 Million
Q3 2023

Oct 30, 2023

BUY
$43.23 - $47.8 $9,207 - $10,181
213 Added 0.34%
63,602 $2.79 Million
Q2 2023

Jul 18, 2023

BUY
$42.21 - $45.89 $1,688 - $1,835
40 Added 0.06%
63,389 $2.91 Million
Q1 2023

Apr 17, 2023

BUY
$41.67 - $47.74 $1,458 - $1,670
35 Added 0.06%
63,349 $2.78 Million
Q4 2022

Jan 20, 2023

BUY
$39.32 - $45.21 $1,454 - $1,672
37 Added 0.06%
63,314 $0
Q3 2022

Oct 21, 2022

BUY
$38.55 - $46.17 $1,696 - $2,031
44 Added 0.07%
63,277 $2.44 Million
Q2 2022

Jul 22, 2022

BUY
$38.67 - $47.45 $38,437 - $47,165
994 Added 1.6%
63,233 $2.51 Million
Q1 2022

Apr 29, 2022

BUY
$44.15 - $50.14 $1,236 - $1,403
28 Added 0.05%
62,239 $2.94 Million
Q4 2021

Feb 11, 2022

SELL
$46.63 - $50.95 $238,372 - $260,456
-5,112 Reduced 7.59%
62,211 $3.09 Million
Q3 2021

Nov 09, 2021

SELL
$45.05 - $48.67 $304,402 - $328,863
-6,757 Reduced 9.12%
67,323 $3.11 Million
Q2 2021

Aug 04, 2021

BUY
$45.87 - $48.58 $1,421 - $1,505
31 Added 0.04%
74,080 $3.5 Million
Q1 2021

May 06, 2021

BUY
$39.79 - $47.1 $1,114 - $1,318
28 Added 0.04%
74,049 $3.39 Million
Q4 2020

Feb 11, 2021

BUY
$33.07 - $40.57 $2.45 Million - $3 Million
74,021 New
74,021 $2.99 Million

Others Institutions Holding SPMD

About SPDR PORTFOLIO


  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
More about SPMD
Track This Portfolio

Track Annapolis Financial Services, LLC Portfolio

Follow Annapolis Financial Services, 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 Annapolis Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Annapolis Financial Services, LLC with notifications on news.