Marion Wealth Management Spdr Portfolio Transaction History

Marion Wealth Management

$375 Million
Q4 2024

A detailed history of Marion Wealth Management transactions in Spdr Portfolio stock. As of the latest transaction made, Marion Wealth Management holds 9,272 shares of SPMD stock, worth $465,547. This represents 0.14% of its overall portfolio holdings.

Number of Shares

9,272

Previous 9,004 2.98%

Holding current value

$465,547

Previous $492,000 3.05%

% of portfolio

0.14%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$54.13 - $59.56 $14,506 - $15,962	268 Added 2.98%	9,272 $507,000
Q3 2024 Oct 07, 2024	BUY	$50.29 - $54.92 $50,290 - $54,920	1,000 Added 12.49%	9,004 $492,000
Q2 2024 Jul 09, 2024	SELL	$49.54 - $53.39 $49 - $53	-1 Reduced 0.01%	8,004 $410,000
Q1 2024 Apr 08, 2024	BUY	$47.16 - $53.34 $5,093 - $5,760	108 Added 1.37%	8,005 $426,000
Q4 2023 Jan 10, 2024	BUY	$40.76 - $49.2 $110,541 - $133,430	2,712 Added 52.3%	7,897 $384,000
Q3 2023 Oct 18, 2023	BUY	$43.23 - $47.8 $12,277 - $13,575	284 Added 5.79%	5,185 $227,000
Q2 2023 Jul 24, 2023	BUY	$42.21 - $45.89 $13,042 - $14,180	309 Added 6.73%	4,901 $224,000
Q1 2023 Apr 24, 2023	BUY	$41.67 - $47.74 $191,348 - $219,222	4,592 New	4,592 $201,000

Others Institutions Holding SPMD

# of Institutions

720

Shares Held

204M

Call Options Held

2.1K

Put Options Held

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

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Marion Wealth Management Spdr Portfolio Transaction History