Falcon Wealth Planning Spdr Portfolio Transaction History

Falcon Wealth Planning

  • $1 Billion
  • Q3 2025

A detailed history of Falcon Wealth Planning transactions in Spdr Portfolio stock. As of the latest transaction made, Falcon Wealth Planning holds 8,022 shares of SPMD stock, worth $451,397. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,022
Previous 8,032 0.12%
Holding current value
$451,397
Previous $436,000 5.05%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 10, 2025
SELL
$54.43 - $58.29 $544 - $582
-10 Reduced 0.12%
8,022 $458,000
Q2 2025

Jul 16, 2025
SELL
$44.89 - $54.38 $31,737 - $38,446
-707 Reduced 8.09%
8,032 $436,000
Q1 2025

Apr 24, 2025
BUY
$50.21 - $57.73 $3,213 - $3,694
64 Added 0.74%
8,739 $447,000
Q4 2024

Jan 22, 2025
SELL
$54.13 - $59.56 $7,361 - $8,100
-136 Reduced 1.54%
8,675 $474,000
Q3 2024

Oct 30, 2024
SELL
$50.29 - $54.92 $31,883 - $34,819
-634 Reduced 6.71%
8,811 $481,000
Q2 2024

Jul 16, 2024
SELL
$49.54 - $53.39 $48,648 - $52,428
-982 Reduced 9.42%
9,445 $484,000
Q1 2024

Apr 15, 2024
SELL
$47.16 - $53.34 $29,144 - $32,964
-618 Reduced 5.6%
10,427 $556,000
Q2 2023

Jul 13, 2023
SELL
$42.21 - $45.89 $18,910 - $20,558
-448 Reduced 3.9%
11,045 $506,000
Q1 2023

May 15, 2023
SELL
$41.67 - $47.74 $3,958 - $4,535
-95 Reduced 0.82%
11,493 $505,000
Q3 2022

Nov 10, 2022
SELL
$38.55 - $46.17 $9,444 - $11,311
-245 Reduced 2.07%
11,588 $447,000
Q1 2022

May 05, 2022
SELL
$44.15 - $50.14 $16,644 - $18,902
-377 Reduced 3.09%
11,833 $558,000
Q3 2021

Oct 19, 2021
SELL
$45.05 - $48.67 $2,432 - $2,628
-54 Reduced 0.44%
12,210 $564,000
Q1 2021

Apr 20, 2021
SELL
$39.79 - $47.1 $38,755 - $45,875
-974 Reduced 7.36%
12,264 $561,000
Q4 2020

Feb 01, 2021
BUY
$33.07 - $40.57 $437,780 - $537,065
13,238 New
13,238 $535,000

Others Institutions Holding SPMD

# of Institutions
805
Shares Held
232M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO

SPMD Quotes by TradingView
  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
More about SPMD
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