Grey Fox Wealth Advisors, LLC Spdr Portfolio Transaction History

Grey Fox Wealth Advisors, LLC

  • $359 Billion
  • Q3 2024

A detailed history of Grey Fox Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Grey Fox Wealth Advisors, LLC holds 4,133 shares of SPMD stock, worth $228,554. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,133
Previous 5,273 21.62%
Holding current value
$228,554
Previous $270 Million 16.45%
% of portfolio
0.06%
Previous 0.1%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024
SELL
$50.29 - $54.92 $57,330 - $62,608
-1,140 Reduced 21.62%
4,133 $226 Million
Q2 2024

Jul 30, 2024
BUY
$49.54 - $53.39 $495 - $533
10 Added 0.19%
5,273 $270 Million
Q1 2024

Apr 11, 2024
BUY
$47.16 - $53.34 $330 - $373
7 Added 0.13%
5,263 $281 Million
Q4 2023

Jan 17, 2024
BUY
$40.76 - $49.2 $214,234 - $258,595
5,256 New
5,256 $256 Million
Q1 2023

May 09, 2023
SELL
$41.67 - $47.74 $36,086 - $41,342
-866 Reduced 26.14%
2,447 $108 Million
Q4 2022

Feb 14, 2023
BUY
$39.32 - $45.21 $130,267 - $149,780
3,313 New
3,313 $141 Million

Others Institutions Holding SPMD

# of Institutions
655
Shares Held
188M
Call Options Held
1K
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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