Lutz Financial Services LLC Spdr Portfolio Transaction History

Lutz Financial Services LLC

  • $1.23 Billion
  • Q3 2024

A detailed history of Lutz Financial Services LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Lutz Financial Services LLC holds 9,573 shares of SPMD stock, worth $529,386. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,573
Previous 9,573 -0.0%
Holding current value
$529,386
Previous $491,000 6.52%
% of portfolio
0.04%
Previous 0.04%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 07, 2024
BUY
$40.76 - $49.2 $390,195 - $470,991
9,573 New
9,573 $466,000
Q1 2020

Apr 27, 2020
SELL
$21.39 - $37.02 $252,295 - $436,650
-11,795 Closed
0 $0
Q4 2019

Feb 03, 2020
BUY
$32.63 - $36.43 $1,859 - $2,076
57 Added 0.49%
11,795 $427,000
Q3 2019

Oct 31, 2019
SELL
$33.7 - $34.71 $41,349 - $42,589
-1,227 Reduced 9.46%
11,738 $398,000
Q2 2019

Aug 13, 2019
BUY
N/A
50 Added 0.39%
12,965 $442,000
Q1 2019

May 06, 2019
BUY
N/A
38 Added 0.3%
12,915 $430,000
Q4 2018

Feb 13, 2019
BUY
N/A
12,877 New
12,877 $379,000

Others Institutions Holding SPMD

# of Institutions
655
Shares Held
188M
Call Options Held
1K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

SPMD Quotes by TradingView
  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
More about SPMD
Track This Portfolio

Track Lutz Financial Services LLC Portfolio

Follow Lutz Financial Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lutz Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lutz Financial Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email