Castleview Partners, LLC Spdr Portfolio Transaction History

Castleview Partners, LLC

  • $151 Million
  • Q4 2024

A detailed history of Castleview Partners, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Castleview Partners, LLC holds 1,955 shares of SPMD stock, worth $112,373. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,955
Previous 1,878 4.1%
Holding current value
$112,373
Previous $102,000 3.92%
% of portfolio
0.07%
Previous 0.07%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$54.13 - $59.56 $4,168 - $4,586
77 Added 4.1%
1,955 $106,000
Q3 2024

Oct 21, 2024
SELL
$50.29 - $54.92 $38,471 - $42,013
-765 Reduced 28.94%
1,878 $102,000
Q2 2024

Jul 31, 2024
BUY
$49.54 - $53.39 $34,430 - $37,106
695 Added 35.68%
2,643 $135,000
Q1 2024

May 09, 2024
BUY
$47.16 - $53.34 $26,220 - $29,657
556 Added 39.94%
1,948 $103,000
Q4 2023

Feb 05, 2024
SELL
$40.76 - $49.2 $6,236 - $7,527
-153 Reduced 9.9%
1,392 $67,000
Q3 2023

Oct 26, 2023
SELL
$43.23 - $47.8 $4,841 - $5,353
-112 Reduced 6.76%
1,545 $67,000
Q2 2023

Aug 14, 2023
BUY
$42.21 - $45.89 $8,695 - $9,453
206 Added 14.2%
1,657 $76,000
Q1 2023

May 15, 2023
BUY
$41.67 - $47.74 $41 - $47
1 Added 0.07%
1,451 $63,000
Q3 2022

Nov 10, 2022
SELL
$38.55 - $46.17 $14,340 - $17,175
-372 Reduced 20.42%
1,450 $56,000
Q2 2022

Aug 17, 2022
SELL
$38.67 - $47.45 $2.32 Million - $2.85 Million
-59,975 Reduced 97.05%
1,822 $0
Q2 2022

Aug 16, 2022
BUY
$38.67 - $47.45 $2.33 Million - $2.86 Million
60,261 Added 3923.24%
61,797 $0
Q1 2022

May 16, 2022
SELL
$44.15 - $50.14 $3.18 Million - $3.62 Million
-72,128 Reduced 97.91%
1,536 $72,000
Q4 2021

Feb 17, 2022
BUY
$46.63 - $50.95 $3.38 Million - $3.69 Million
72,513 Added 6300.0%
73,664 $0
Q2 2021

Aug 17, 2021
BUY
$45.87 - $48.58 $52,796 - $55,915
1,151 New
1,151 $54,000

Others Institutions Holding SPMD

# of Institutions
660
Shares Held
189M
Call Options Held
1K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

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