Pensionmark Financial Group, LLC Spdr Portfolio Transaction History

Pensionmark Financial Group, LLC

  • $3.09 Billion
  • Q3 2024

A detailed history of Pensionmark Financial Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 11,691 shares of SPMD stock, worth $646,512. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,691
Previous 40,356 71.03%
Holding current value
$646,512
Previous $2.21 Million 71.03%
% of portfolio
0.02%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 25, 2024
SELL
$50.29 - $54.92 $1.44 Million - $1.57 Million
-28,665 Reduced 71.03%
11,691 $639,000
Q3 2024

Nov 14, 2024
BUY
$50.29 - $54.92 $1.53 Million - $1.67 Million
30,346 Added 303.16%
40,356 $2.21 Million
Q2 2024

Aug 14, 2024
BUY
$49.54 - $53.39 $199,348 - $214,841
4,024 Added 67.22%
10,010 $513,000
Q1 2024

May 15, 2024
SELL
$47.16 - $53.34 $16,647 - $18,829
-353 Reduced 5.57%
5,986 $319,000
Q4 2023

Feb 14, 2024
BUY
$40.76 - $49.2 $258,377 - $311,878
6,339 New
6,339 $308,000

Others Institutions Holding SPMD

# of Institutions
655
Shares Held
188M
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
Track This Portfolio

Track Pensionmark Financial Group, LLC Portfolio

Follow Pensionmark Financial Group, 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 Pensionmark Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pensionmark Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email