A detailed history of M Holdings Securities, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, M Holdings Securities, Inc. holds 152,780 shares of SPMD stock, worth $8.45 Million. This represents 2.1% of its overall portfolio holdings.

Number of Shares
152,780
Previous 160,413 4.76%
Holding current value
$8.45 Million
Previous $8.23 Million 1.52%
% of portfolio
2.1%
Previous 1.07%

Shares

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

Nov 12, 2024

SELL
$50.29 - $54.92 $383,863 - $419,204
-7,633 Reduced 4.76%
152,780 $8.35 Million
Q2 2024

Aug 13, 2024

SELL
$49.54 - $53.39 $112,653 - $121,408
-2,274 Reduced 1.4%
160,413 $8.23 Million
Q1 2024

May 14, 2024

SELL
$47.16 - $53.34 $211,512 - $239,229
-4,485 Reduced 2.68%
162,687 $8.68 Million
Q4 2023

Feb 14, 2024

SELL
$40.76 - $49.2 $158,637 - $191,486
-3,892 Reduced 2.28%
167,172 $8.15 Million
Q3 2023

Feb 14, 2024

BUY
$43.23 - $47.8 $5.99 Million - $6.62 Million
138,515 Added 425.56%
171,064 $7.49 Million
Q2 2023

Sep 26, 2023

SELL
$42.21 - $45.89 $6.52 Million - $7.08 Million
-154,375 Reduced 82.59%
32,549 $1.49 Million
Q1 2023

May 15, 2023

SELL
$41.67 - $47.74 $589,172 - $674,995
-14,139 Reduced 7.03%
186,924 $8.21 Million
Q4 2022

Feb 10, 2023

SELL
$39.32 - $45.21 $364,417 - $419,006
-9,268 Reduced 4.41%
201,063 $8.55 Million
Q3 2022

Nov 16, 2022

SELL
$38.55 - $46.17 $1.01 Million - $1.21 Million
-26,266 Reduced 11.1%
210,331 $8.11 Million
Q2 2022

Aug 16, 2022

SELL
$38.67 - $47.45 $3.69 Million - $4.52 Million
-95,313 Reduced 28.72%
236,597 $9.39 Million
Q1 2022

May 24, 2022

SELL
$44.15 - $50.14 $836,951 - $950,503
-18,957 Reduced 5.4%
331,910 $15.7 Million
Q2 2021

Aug 19, 2021

SELL
$45.87 - $48.58 $163,664 - $173,333
-3,568 Reduced 1.01%
350,867 $16.6 Million
Q1 2021

May 12, 2021

SELL
$39.79 - $47.1 $133,376 - $157,879
-3,352 Reduced 0.94%
354,435 $16.2 Million
Q4 2020

Feb 26, 2021

SELL
$33.07 - $40.57 $396,773 - $486,758
-11,998 Reduced 3.24%
357,787 $14.5 Million
Q3 2020

Nov 16, 2020

SELL
$30.67 - $34.54 $77,043 - $86,764
-2,512 Reduced 0.67%
369,785 $12.1 Million
Q2 2020

Aug 21, 2020

SELL
$23.46 - $34.21 $276,499 - $403,199
-11,786 Reduced 3.07%
372,297 $11.6 Million
Q1 2020

May 13, 2020

BUY
$21.39 - $37.02 $8.22 Million - $14.2 Million
384,083 New
384,083 $9.73 Million

Others Institutions Holding SPMD

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