Balance Wealth, LLC Spdr Portfolio Transaction History

Balance Wealth, LLC

  • $405 Billion
  • Q3 2025

A detailed history of Balance Wealth, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Balance Wealth, LLC holds 24,239 shares of SPMD stock, worth $1.36 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
24,239
Previous 22,947 5.63%
Holding current value
$1.36 Million
Previous $1.25 Billion 11.09%
% of portfolio
0.34%
Previous 0.73%

Shares

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

Oct 20, 2025
BUY
$54.43 - $58.29 $70,323 - $75,310
1,292 Added 5.63%
24,239 $1.39 Billion
Q2 2025

Aug 13, 2025
SELL
$44.89 - $54.38 $45,608 - $55,250
-1,016 Reduced 4.24%
22,947 $1.25 Billion
Q1 2025

Apr 23, 2025
BUY
$50.21 - $57.73 $1.2 Million - $1.38 Million
23,963 New
23,963 $1.23 Billion

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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