A detailed history of New Edge Wealth, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, New Edge Wealth, LLC holds 23,016 shares of SPMD stock, worth $1.3 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
23,016
Previous 26,821 14.19%
Holding current value
$1.3 Million
Previous $1.46 Million 9.74%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025

SELL
$54.43 - $58.29 $207,106 - $221,793
-3,805 Reduced 14.19%
23,016 $1.32 Million
Q2 2025

Aug 11, 2025

SELL
$44.89 - $54.38 $18,180 - $22,023
-405 Reduced 1.49%
26,821 $1.46 Million
Q1 2025

May 09, 2025

BUY
$50.21 - $57.73 $20,335 - $23,380
405 Added 1.51%
27,226 $1.39 Million
Q3 2024

Nov 12, 2024

BUY
$50.29 - $54.92 $1.35 Million - $1.47 Million
26,821 New
26,821 $1.47 Million

Others Institutions Holding SPMD

About SPDR PORTFOLIO


  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
More about SPMD
Track This Portfolio

Track New Edge Wealth, LLC Portfolio

Follow New Edge Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Wealth, LLC with notifications on news.