A detailed history of Iht Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Iht Wealth Management, LLC holds 119,459 shares of SPMD stock, worth $6.61 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
119,459
Previous 254,971 53.15%
Holding current value
$6.61 Million
Previous $13.1 Million 50.06%
% of portfolio
0.19%
Previous 0.5%

Shares

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

Nov 14, 2024

SELL
$50.29 - $54.92 $6.81 Million - $7.44 Million
-135,512 Reduced 53.15%
119,459 $6.53 Million
Q2 2024

Aug 14, 2024

SELL
$49.54 - $53.39 $431,394 - $464,920
-8,708 Reduced 3.3%
254,971 $13.1 Million
Q1 2024

May 15, 2024

SELL
$47.16 - $53.34 $1.57 Million - $1.77 Million
-33,247 Reduced 11.2%
263,679 $14.1 Million
Q4 2023

Feb 14, 2024

BUY
$40.76 - $49.2 $125,826 - $151,880
3,087 Added 1.05%
296,926 $14.5 Million
Q3 2023

Nov 14, 2023

SELL
$43.23 - $47.8 $1.15 Million - $1.27 Million
-26,511 Reduced 8.28%
293,839 $12.9 Million
Q2 2023

Aug 14, 2023

BUY
$42.21 - $45.89 $142,965 - $155,429
3,387 Added 1.07%
320,350 $14.7 Million
Q1 2023

May 15, 2023

BUY
$41.67 - $47.74 $8.29 Million - $9.5 Million
199,053 Added 168.82%
316,963 $13.9 Million
Q4 2022

Feb 14, 2023

BUY
$39.32 - $45.21 $182,641 - $210,000
4,645 Added 4.1%
117,910 $5.01 Million
Q3 2022

Nov 22, 2022

SELL
$38.55 - $46.17 $61,641 - $73,825
-1,599 Reduced 1.39%
113,265 $4.37 Million
Q2 2022

Aug 15, 2022

BUY
$38.67 - $47.45 $254,873 - $312,742
6,591 Added 6.09%
114,864 $4.56 Million
Q1 2022

May 16, 2022

BUY
$44.15 - $50.14 $379,999 - $431,554
8,607 Added 8.64%
108,273 $5.11 Million
Q4 2021

Feb 14, 2022

BUY
$46.63 - $50.95 $500,712 - $547,101
10,738 Added 12.07%
99,666 $4.96 Million
Q3 2021

Nov 15, 2021

BUY
$45.05 - $48.67 $481,449 - $520,136
10,687 Added 13.66%
88,928 $4.11 Million
Q2 2021

Aug 16, 2021

SELL
$45.87 - $48.58 $58,346 - $61,793
-1,272 Reduced 1.6%
78,241 $3.69 Million
Q1 2021

May 18, 2021

SELL
$39.79 - $47.1 $158,921 - $188,117
-3,994 Reduced 4.78%
79,513 $3.64 Million
Q4 2020

Feb 17, 2021

SELL
$33.07 - $40.57 $99,276 - $121,791
-3,002 Reduced 3.47%
83,507 $3.37 Million
Q3 2020

Nov 19, 2020

SELL
$30.67 - $34.54 $375,370 - $422,735
-12,239 Reduced 12.39%
86,509 $2.82 Million
Q2 2020

Aug 14, 2020

BUY
$23.46 - $34.21 $198,354 - $289,245
8,455 Added 9.36%
98,748 $3.09 Million
Q1 2020

May 13, 2020

BUY
$21.39 - $37.02 $1.93 Million - $3.34 Million
90,293 New
90,293 $2.29 Million

Others Institutions Holding SPMD

About SPDR PORTFOLIO


  • Ticker SPMD
  • Sector ETFs
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