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

Clearstead Advisors, LLC

$6.44 Billion
Q4 2024

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 43,430 shares of SPGM stock, worth $2.75 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

43,430

Previous 43,439 0.02%

Holding current value

$2.75 Million

Previous $2.81 Million 2.24%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

142

Shares Held

10.1M

Call Options Held

Put Options Held

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About SPDR INDEX SHS FDS S SPDR PORT

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