A detailed history of J.W. Cole Advisors, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 8,603 shares of SPMD stock, worth $475,745. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,603
Previous 8,867 2.98%
Holding current value
$475,745
Previous $454,000 3.52%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 24, 2024

SELL
$50.29 - $54.92 $13,276 - $14,498
-264 Reduced 2.98%
8,603 $470,000
Q2 2024

Aug 08, 2024

BUY
$49.54 - $53.39 $56,277 - $60,651
1,136 Added 14.69%
8,867 $454,000
Q1 2024

Apr 30, 2024

SELL
$47.16 - $53.34 $848 - $960
-18 Reduced 0.23%
7,731 $412,000
Q4 2023

Jan 31, 2024

BUY
$40.76 - $49.2 $315,849 - $381,250
7,749 New
7,749 $377,000
Q1 2022

May 16, 2022

SELL
$44.15 - $50.14 $238,807 - $271,207
-5,409 Closed
0 $0
Q4 2021

Jan 25, 2022

BUY
$46.63 - $50.95 $252,221 - $275,588
5,409 New
5,409 $269,000
Q3 2021

Oct 26, 2021

SELL
$45.05 - $48.67 $197,724 - $213,612
-4,389 Closed
0 $0
Q2 2021

Aug 06, 2021

SELL
$45.87 - $48.58 $80,914 - $85,695
-1,764 Reduced 28.67%
4,389 $207,000
Q1 2021

Apr 28, 2021

BUY
$39.79 - $47.1 $244,827 - $289,806
6,153 New
6,153 $282,000

Others Institutions Holding SPMD

About SPDR PORTFOLIO


  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
More about SPMD
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