Bcs Wealth Management Spdr Portfolio Transaction History

Bcs Wealth Management

$402 Million
Q4 2024

A detailed history of Bcs Wealth Management transactions in Spdr Portfolio stock. As of the latest transaction made, Bcs Wealth Management holds 14,738 shares of SPMD stock, worth $845,519. This represents 0.2% of its overall portfolio holdings.

Number of Shares

14,738

Previous 10,928 34.86%

Holding current value

$845,519

Previous $598,000 34.78%

% of portfolio

0.2%

Previous 0.25%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$54.13 - $59.56 $206,235 - $226,923	3,810 Added 34.86%	14,738 $806,000
Q3 2024 Oct 17, 2024	SELL	$50.29 - $54.92 $41,891 - $45,748	-833 Reduced 7.08%	10,928 $598,000
Q2 2024 Jul 16, 2024	BUY	$49.54 - $53.39 $35,817 - $38,600	723 Added 6.55%	11,761 $603,000
Q1 2024 Apr 10, 2024	BUY	$47.16 - $53.34 $17,402 - $19,682	369 Added 3.46%	11,038 $589,000
Q4 2023 Jan 11, 2024	BUY	$40.76 - $49.2 $76,710 - $92,594	1,882 Added 21.42%	10,669 $520,000
Q3 2023 Oct 12, 2023	BUY	$43.23 - $47.8 $72,280 - $79,921	1,672 Added 23.5%	8,787 $385,000
Q2 2023 Jul 19, 2023	BUY	$42.21 - $45.89 $38,664 - $42,035	916 Added 14.78%	7,115 $327,000
Q1 2023 Apr 10, 2023	BUY	$41.67 - $47.74 $258,312 - $295,940	6,199 New	6,199 $272,000

Others Institutions Holding SPMD

# of Institutions

662

Shares Held

189M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

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Bcs Wealth Management Spdr Portfolio Transaction History