Mc Clarren Financial Advisors, Inc. Spdr Portfolio Transaction History

Mc Clarren Financial Advisors, Inc.

  • $35.6 Million
  • Q4 2024

A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 2,301 shares of SPMD stock, worth $130,512. This represents 0.35% of its overall portfolio holdings.

Number of Shares
2,301
Previous 1,137 102.37%
Holding current value
$130,512
Previous $2 Million 93.74%
% of portfolio
0.35%
Previous 0.25%

Shares

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

Jan 29, 2025
BUY
$54.13 - $59.56 $63,007 - $69,327
1,164 Added 102.37%
2,301 $125,000
Q3 2024

Oct 18, 2024
BUY
$50.29 - $54.92 $46,870 - $51,185
932 Added 454.63%
1,137 $2 Million
Q2 2024

Jul 26, 2024
SELL
$49.54 - $53.39 $168,089 - $181,152
-3,393 Reduced 94.3%
205 $145,000
Q1 2024

Jul 26, 2024
BUY
$47.16 - $53.34 $154,543 - $174,795
3,277 Added 1020.87%
3,598 $192,000
Q1 2024

May 03, 2024
SELL
$47.16 - $53.34 $154,024 - $174,208
-3,266 Reduced 91.05%
321 $192,000
Q4 2023

Feb 02, 2024
BUY
$40.76 - $49.2 $611 - $738
15 Added 0.42%
3,587 $175,000
Q3 2023

Nov 03, 2023
BUY
$43.23 - $47.8 $605 - $669
14 Added 0.39%
3,572 $155,000
Q2 2023

Aug 04, 2023
SELL
$42.21 - $45.89 $19,965 - $21,705
-473 Reduced 11.73%
3,558 $163,000
Q1 2023

May 05, 2023
BUY
$41.67 - $47.74 $500 - $572
12 Added 0.3%
4,031 $175,000
Q4 2022

Jan 30, 2023
SELL
$39.32 - $45.21 $4,325 - $4,973
-110 Reduced 2.66%
4,019 $170,000
Q3 2022

Oct 31, 2022
BUY
$38.55 - $46.17 $159,172 - $190,635
4,129 New
4,129 $159,000
Q2 2022

Aug 11, 2022
SELL
$38.67 - $47.45 $197,294 - $242,089
-5,102 Closed
0 $0
Q1 2022

Apr 29, 2022
BUY
$44.15 - $50.14 $485 - $551
11 Added 0.22%
5,102 $240,000
Q4 2021

Jan 19, 2022
BUY
$46.63 - $50.95 $652 - $713
14 Added 0.28%
5,091 $254,000
Q3 2021

Oct 15, 2021
BUY
$45.05 - $48.67 $1,171 - $1,265
26 Added 0.51%
5,077 $234,000
Q2 2021

Jul 23, 2021
BUY
$45.87 - $48.58 $26,604 - $28,176
580 Added 12.97%
5,051 $237,000
Q1 2021

Apr 21, 2021
SELL
$39.79 - $47.1 $8,236 - $9,749
-207 Reduced 4.42%
4,471 $204,000
Q4 2020

Jan 29, 2021
BUY
$33.07 - $40.57 $154,701 - $189,786
4,678 New
4,678 $189,000

Others Institutions Holding SPMD

# of Institutions
678
Shares Held
189M
Call Options Held
1K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

SPMD Quotes by TradingView
  • Ticker SPMD
  • Sector ETFs
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