Clearstead Advisors, LLC Spdr Index Shs Fds S Spdr Port Transaction History

Clearstead Advisors, LLC

$7.4 Billion
Q3 2025

A detailed history of Clearstead Advisors, LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Clearstead Advisors, LLC holds 31,099 shares of SPGM stock, worth $2.36 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

31,099

Previous 25,498 21.97%

Holding current value

$2.36 Million

Previous $1.76 Million 32.4%

% of portfolio

0.03%

Previous 0.03%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$68.95 - $75.02 $386,188 - $420,187	5,601 Added 21.97%	31,099 $2.33 Million
Q2 2025 Aug 08, 2025	SELL	$55.5 - $69.0 $1.09 Million - $1.35 Million	-19,571 Reduced 43.42%	25,498 $1.76 Million
Q1 2025 May 13, 2025	BUY	$61.91 - $66.79 $101,470 - $109,468	1,639 Added 3.77%	45,069 $2.81 Million
Q4 2024 Feb 10, 2025	SELL	$63.23 - $66.65 $569 - $599	-9 Reduced 0.02%	43,430 $2.75 Million
Q3 2024 Nov 13, 2024	BUY	$57.85 - $64.92 $2.12 Million - $2.38 Million	36,663 Added 541.07%	43,439 $2.81 Million

Q2 2024 Aug 09, 2024	BUY	$56.67 - $60.99 $60,240 - $64,832	1,063 Added 18.61%	6,776 $411,000
Q1 2024 May 14, 2024	BUY	$54.21 - $59.68 $268,231 - $295,296	4,948 Added 646.8%	5,713 $340,000
Q4 2023 Feb 12, 2024	BUY	$48.07 - $55.48 $26,967 - $31,124	561 Added 275.0%	765 $42,000
Q2 2023 Aug 07, 2023	BUY	$49.47 - $52.62 $148 - $157	3 Added 1.49%	204 $10,000
Q4 2022 Feb 14, 2023	BUY	$42.72 - $49.46 $85 - $98	2 Added 1.01%	201 $9,000
Q3 2022 Nov 14, 2022	BUY	$42.78 - $50.95 $8,513 - $10,139	199 New	199 $9,000

Others Institutions Holding SPGM

# of Institutions

162

Shares Held

9.66M

Call Options Held

Put Options Held

View Full List

About SPDR INDEX SHS FDS S SPDR PORT

Ticker SPGM
Sector ETFs
Industry ETFs

More about SPGM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.

Account

Clearstead Advisors, LLC Spdr Index Shs Fds S Spdr Port Transaction History