National Wealth Management Group, LLC Spdr Portfolio Transaction History

National Wealth Management Group, LLC

$265 Billion
Q3 2025

A detailed history of National Wealth Management Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, National Wealth Management Group, LLC holds 17,766 shares of SPMD stock, worth $999,692. This represents 0.38% of its overall portfolio holdings.

Number of Shares

17,766

Previous 18,278 2.8%

Holding current value

$999,692

Previous $994 Million 2.22%

% of portfolio

0.38%

Previous 0.56%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	SELL	$54.43 - $58.29 $27,868 - $29,844	-512 Reduced 2.8%	17,766 $1.02 Billion
Q2 2025 Sep 25, 2025	BUY	$44.89 - $54.38 $12,793 - $15,498	285 Added 1.58%	18,278 $994 Million
Q1 2025 May 15, 2025	BUY	$50.21 - $57.73 $604,930 - $695,531	12,048 Added 202.66%	17,993 $921 Million
Q4 2024 Feb 12, 2025	SELL	$54.13 - $59.56 $167,694 - $184,516	-3,098 Reduced 34.26%	5,945 $325 Million
Q3 2024 Nov 13, 2024	SELL	$50.29 - $54.92 $462,064 - $504,604	-9,188 Reduced 50.4%	9,043 $494 Million

Q2 2024 Aug 09, 2024	BUY	$49.54 - $53.39 $73,864 - $79,604	1,491 Added 8.91%	18,231 $935 Million
Q1 2024 May 17, 2024	BUY	$47.16 - $53.34 $37,680 - $42,618	799 Added 5.01%	16,740 $893 Million
Q4 2023 Feb 01, 2024	BUY	$40.76 - $49.2 $10,067 - $12,152	247 Added 1.57%	15,941 $777 Million
Q3 2023 Nov 13, 2023	BUY	$43.23 - $47.8 $31,125 - $34,416	720 Added 4.81%	15,694 $687 Million
Q2 2023 Aug 09, 2023	BUY	$42.21 - $45.89 $632,052 - $687,156	14,974 New	14,974 $699 Million

Others Institutions Holding SPMD

# of Institutions

805

Shares Held

232M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

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National Wealth Management Group, LLC Spdr Portfolio Transaction History