Gsb Wealth Management, LLC Spdr Portfolio Transaction History

Gsb Wealth Management, LLC

$378 Million
Q4 2024

A detailed history of Gsb Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Gsb Wealth Management, LLC holds 12,624 shares of SPMD stock, worth $725,627. This represents 0.18% of its overall portfolio holdings.

Number of Shares

12,624

Previous 11,614 8.7%

Holding current value

$725,627

Previous $635,000 8.66%

% of portfolio

0.18%

Previous 0.16%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$54.13 - $59.56 $54,671 - $60,155	1,010 Added 8.7%	12,624 $690,000
Q3 2024 Oct 25, 2024	BUY	$50.29 - $54.92 $3,470 - $3,789	69 Added 0.6%	11,614 $635,000
Q2 2024 Jul 18, 2024	BUY	$49.54 - $53.39 $5,201 - $5,605	105 Added 0.92%	11,545 $592,000
Q1 2024 May 02, 2024	BUY	$47.16 - $53.34 $94 - $106	2 Added 0.02%	11,440 $610,000
Q4 2023 Feb 13, 2024	SELL	$40.76 - $49.2 $31,507 - $38,031	-773 Reduced 6.33%	11,438 $557,000
Q3 2023 Nov 13, 2023	BUY	$43.23 - $47.8 $2,334 - $2,581	54 Added 0.44%	12,211 $534,000
Q2 2023 Aug 08, 2023	SELL	$42.21 - $45.89 $3.29 Million - $3.58 Million	-77,943 Reduced 86.51%	12,157 $557,000
Q1 2023 May 18, 2023	BUY	$41.67 - $47.74 $3.25 Million - $3.73 Million	78,113 Added 651.65%	90,100 $3.96 Million
Q1 2023 May 15, 2023	SELL	$41.67 - $47.74 $3.53 Million - $4.05 Million	-84,815 Reduced 87.62%	11,987 $526,000
Q4 2022 Feb 16, 2023	SELL	$39.32 - $45.21 $184,292 - $211,899	-4,687 Reduced 4.62%	96,802 $4.11 Million
Q3 2022 Oct 18, 2022	SELL	$38.55 - $46.17 $78,025 - $93,448	-2,024 Reduced 1.96%	101,489 $3.91 Million
Q2 2022 Jul 20, 2022	SELL	$38.67 - $47.45 $416,089 - $510,562	-10,760 Reduced 9.42%	103,513 $4.11 Million
Q1 2022 May 02, 2022	BUY	$44.15 - $50.14 $990,770 - $1.13 Million	22,441 Added 24.44%	114,273 $5.39 Million
Q4 2021 Feb 11, 2022	BUY	$46.63 - $50.95 $178,126 - $194,629	3,820 Added 4.34%	91,832 $4.57 Million
Q3 2021 Oct 22, 2021	BUY	$45.05 - $48.67 $96,497 - $104,251	2,142 Added 2.49%	88,012 $4.06 Million
Q2 2021 Jul 29, 2021	BUY	$45.87 - $48.58 $342,052 - $362,261	7,457 Added 9.51%	85,870 $4.05 Million
Q1 2021 Aug 11, 2021	BUY	$39.79 - $47.1 $3.12 Million - $3.69 Million	78,413 New	78,413 $3.59 Million

Others Institutions Holding SPMD

# of Institutions

660

Shares Held

189M

Call Options Held

Put Options Held

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

More about SPMD

Track This Portfolio

Portfolio Update

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

News

Stay updated on Gsb Wealth Management, LLC with notifications on news.

Account

Gsb Wealth Management, LLC Spdr Portfolio Transaction History