Balboa Wealth Partners Spdr Portfolio Transaction History

Balboa Wealth Partners

$422 Million
Q4 2024

A detailed history of Balboa Wealth Partners transactions in Spdr Portfolio stock. As of the latest transaction made, Balboa Wealth Partners holds 5,319 shares of SPMD stock, worth $289,513. This represents 0.07% of its overall portfolio holdings.

Number of Shares

5,319

Previous 5,701 6.7%

Holding current value

$289,513

Previous $311,000 6.75%

% of portfolio

0.07%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$54.13 - $59.56 $20,677 - $22,751	-382 Reduced 6.7%	5,319 $290,000
Q3 2024 Nov 06, 2024	BUY	$50.29 - $54.92 $1,357 - $1,482	27 Added 0.48%	5,701 $311,000
Q2 2024 Aug 13, 2024	BUY	$49.54 - $53.39 $9,709 - $10,464	196 Added 3.58%	5,674 $291,000
Q1 2024 May 13, 2024	BUY	$47.16 - $53.34 $10,658 - $12,054	226 Added 4.3%	5,478 $292,000
Q4 2023 Feb 09, 2024	SELL	$40.76 - $49.2 $4,891 - $5,904	-120 Reduced 2.23%	5,252 $255,000
Q3 2023 Oct 23, 2023	SELL	$43.23 - $47.8 $907 - $1,003	-21 Reduced 0.39%	5,372 $235,000
Q2 2023 Aug 08, 2023	BUY	$42.21 - $45.89 $227,638 - $247,484	5,393 New	5,393 $247,000

Others Institutions Holding SPMD

# of Institutions

717

Shares Held

204M

Call Options Held

2.1K

Put Options Held

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

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Balboa Wealth Partners Spdr Portfolio Transaction History