Modera Wealth Management, LLC Spdr Portfolio Transaction History

Modera Wealth Management, LLC

  • $8.14 Billion
  • Q4 2024

A detailed history of Modera Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Modera Wealth Management, LLC holds 135,425 shares of SPMD stock, worth $7.61 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
135,425
Previous 75,303 79.84%
Holding current value
$7.61 Million
Previous $4.12 Million 79.89%
% of portfolio
0.09%
Previous 0.05%

Shares

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

Feb 05, 2025
BUY
$54.13 - $59.56 $3.25 Million - $3.58 Million
60,122 Added 79.84%
135,425 $7.41 Million
Q3 2024

Oct 24, 2024
SELL
$50.29 - $54.92 $73,021 - $79,743
-1,452 Reduced 1.89%
75,303 $4.12 Million
Q2 2024

Jul 29, 2024
SELL
$49.54 - $53.39 $12,583 - $13,561
-254 Reduced 0.33%
76,755 $3.94 Million
Q1 2024

May 14, 2024
SELL
$47.16 - $53.34 $108,656 - $122,895
-2,304 Reduced 2.9%
77,009 $4.11 Million
Q4 2023

Feb 14, 2024
SELL
$40.76 - $49.2 $88,816 - $107,206
-2,179 Reduced 2.67%
79,313 $3.86 Million
Q3 2023

Nov 30, 2023
BUY
$43.23 - $47.8 $3.52 Million - $3.9 Million
81,492 New
81,492 $3.57 Million
Q2 2023

Aug 07, 2023
BUY
$42.21 - $45.89 $2.91 Million - $3.16 Million
68,825 Added 490.63%
82,853 $3.8 Million
Q1 2023

May 05, 2023
SELL
$41.67 - $47.74 $39,336 - $45,066
-944 Reduced 6.31%
14,028 $616,000
Q4 2022

Feb 07, 2023
SELL
$39.32 - $45.21 $292,658 - $336,498
-7,443 Reduced 33.21%
14,972 $636,000
Q3 2022

Nov 01, 2022
SELL
$38.55 - $46.17 $213,721 - $255,966
-5,544 Reduced 19.83%
22,415 $864,000
Q2 2022

Jul 27, 2022
SELL
$38.67 - $47.45 $820,113 - $1.01 Million
-21,208 Reduced 43.13%
27,959 $1.11 Million
Q1 2022

May 03, 2022
SELL
$44.15 - $50.14 $184,591 - $209,635
-4,181 Reduced 7.84%
49,167 $2.32 Million
Q4 2021

Feb 04, 2022
BUY
$46.63 - $50.95 $2.49 Million - $2.72 Million
53,348 New
53,348 $2.65 Million

Others Institutions Holding SPMD

# of Institutions
710
Shares Held
194M
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
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