Hhm Wealth Advisors, LLC Spdr Portfolio Transaction History

Hhm Wealth Advisors, LLC

$728 Million
Q4 2024

A detailed history of Hhm Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 581,893 shares of SPMD stock, worth $31.7 Million. This represents 4.37% of its overall portfolio holdings.

Number of Shares

581,893

Previous 563,921 3.19%

Holding current value

$31.7 Million

Previous $30.8 Million 3.2%

% of portfolio

4.37%

Previous 4.42%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$54.13 - $59.56 $972,824 - $1.07 Million	17,972 Added 3.19%	581,893 $31.8 Million
Q3 2024 Nov 12, 2024	BUY	$50.29 - $54.92 $1.01 Million - $1.1 Million	20,086 Added 3.69%	563,921 $30.8 Million
Q2 2024 Aug 07, 2024	BUY	$49.54 - $53.39 $3.18 Million - $3.43 Million	64,257 Added 13.4%	543,835 $27.9 Million
Q1 2024 May 14, 2024	BUY	$47.16 - $53.34 $22.5 Million - $25.4 Million	476,433 Added 15148.9%	479,578 $25.6 Million
Q4 2023 Feb 05, 2024	BUY	$40.76 - $49.2 $126,763 - $153,012	3,110 Added 8885.71%	3,145 $153,000
Q2 2023 Aug 11, 2023	BUY	$42.21 - $45.89 $211 - $229	5 Added 16.67%	35 $1,000
Q1 2023 May 02, 2023	BUY	$41.67 - $47.74 $1,250 - $1,432	30 New	30 $1,000

Others Institutions Holding SPMD

# of Institutions

714

Shares Held

204M

Call Options Held

2.1K

Put Options Held

View Full List

About SPDR PORTFOLIO

Ticker SPMD
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Industry ETFs

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Hhm Wealth Advisors, LLC Spdr Portfolio Transaction History