Napa Wealth Management Spdr Portfolio Transaction History

Napa Wealth Management

$231 Billion
Q4 2024

A detailed history of Napa Wealth Management transactions in Spdr Portfolio stock. As of the latest transaction made, Napa Wealth Management holds 4,677 shares of SPMD stock, worth $254,522. This represents 0.11% of its overall portfolio holdings.

Number of Shares

4,677

Previous 4,588 1.94%

Holding current value

$254,522

Previous $251 Million 1.96%

% of portfolio

0.11%

Previous 0.12%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$54.13 - $59.56 $4,817 - $5,300	89 Added 1.94%	4,677 $256 Million
Q3 2024 Nov 07, 2024	BUY	$50.29 - $54.92 $2,564 - $2,800	51 Added 1.12%	4,588 $251 Million
Q2 2024 Aug 14, 2024	BUY	$49.54 - $53.39 $594 - $640	12 Added 0.27%	4,537 $233 Million
Q1 2024 Aug 14, 2024	SELL	$47.16 - $53.34 $88,425 - $100,012	-1,875 Reduced 29.3%	4,525 $241 Million
Q4 2023 Feb 22, 2024	BUY	$40.76 - $49.2 $260,864 - $314,880	6,400 New	6,400 $312 Million

Others Institutions Holding SPMD

# of Institutions

715

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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Napa Wealth Management Spdr Portfolio Transaction History