Foundations Investment Advisors, LLC Spdr Portfolio Transaction History

Foundations Investment Advisors, LLC

$4.46 Billion
Q3 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 138,682 shares of SPMD stock, worth $7.67 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

138,682

Previous 128,582 7.85%

Holding current value

$7.67 Million

Previous $6.6 Million 14.96%

% of portfolio

0.17%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$50.29 - $54.92 $507,929 - $554,692	10,100 Added 7.85%	138,682 $7.58 Million
Q2 2024 Aug 02, 2024	BUY	$49.54 - $53.39 $592,102 - $638,117	11,952 Added 10.25%	128,582 $6.6 Million
Q1 2024 May 13, 2024	BUY	$47.16 - $53.34 $242,921 - $274,754	5,151 Added 4.62%	116,630 $6.22 Million
Q4 2023 Feb 08, 2024	SELL	$40.76 - $49.2 $9.34 Million - $11.3 Million	-229,092 Reduced 67.27%	111,479 $5.43 Million
Q3 2023 Oct 05, 2023	BUY	$43.23 - $47.8 $1.78 Million - $1.97 Million	41,213 Added 13.77%	340,571 $14.9 Million
Q2 2023 Jul 19, 2023	BUY	$42.21 - $45.89 $1.83 Million - $1.98 Million	43,255 Added 16.89%	299,358 $13.7 Million
Q1 2023 Apr 25, 2023	BUY	$41.67 - $47.74 $10.7 Million - $12.2 Million	256,103 New	256,103 $11.3 Million

Others Institutions Holding SPMD

# of Institutions

655

Shares Held

188M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO

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Foundations Investment Advisors, LLC Spdr Portfolio Transaction History