A detailed history of Destination Wealth Management transactions in Spdr Portfolio stock. As of the latest transaction made, Destination Wealth Management holds 8,578 shares of SPMD stock, worth $482,684. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,578
Previous 8,841 2.97%
Holding current value
$482,684
Previous $480,000 2.08%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

SELL
$54.43 - $58.29 $14,315 - $15,330
-263 Reduced 2.97%
8,578 $490,000
Q2 2025

Aug 14, 2025

SELL
$44.89 - $54.38 $85,066 - $103,050
-1,895 Reduced 17.65%
8,841 $480,000
Q1 2025

May 15, 2025

BUY
$50.21 - $57.73 $10,744 - $12,354
214 Added 2.03%
10,736 $549,000
Q3 2024

Nov 25, 2024

BUY
$50.29 - $54.92 $529,151 - $577,868
10,522 New
10,522 $575,000

Others Institutions Holding SPMD

About SPDR PORTFOLIO


  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
More about SPMD
Track This Portfolio

Track Destination Wealth Management Portfolio

Follow Destination Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Destination Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Destination Wealth Management with notifications on news.