Investmark Advisory Group LLC Spdr Portfolio Transaction History

Investmark Advisory Group LLC

  • $200 Million
  • Q4 2024

A detailed history of Investmark Advisory Group LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Investmark Advisory Group LLC holds 6,534 shares of SPMD stock, worth $339,768. This represents 0.18% of its overall portfolio holdings.

Number of Shares
6,534
Previous 9,034 27.67%
Holding current value
$339,768
Previous $493,000 27.59%
% of portfolio
0.18%
Previous 0.24%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 18, 2025
SELL
$54.13 - $59.56 $135,325 - $148,900
-2,500 Reduced 27.67%
6,534 $357,000
Q1 2024

May 17, 2024
SELL
$47.16 - $53.34 $84,133 - $95,158
-1,784 Reduced 16.49%
9,034 $481,000
Q2 2023

Aug 14, 2023
SELL
$42.21 - $45.89 $31,657 - $34,417
-750 Reduced 6.48%
10,818 $496,000
Q4 2022

Jan 24, 2023
BUY
$39.32 - $45.21 $454,853 - $522,989
11,568 New
11,568 $0

Others Institutions Holding SPMD

# of Institutions
722
Shares Held
205M
Call Options Held
2.1K
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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