Pensionmark Financial Group, LLC Spdr Portfolio Transaction History

Pensionmark Financial Group, LLC

$4.67 Billion
Q3 2025

A detailed history of Pensionmark Financial Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 16,049 shares of SPMD stock, worth $903,077. This represents 0.02% of its overall portfolio holdings.

Number of Shares

16,049

Previous 14,884 7.83%

Holding current value

$903,077

Previous $809,000 13.35%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$54.43 - $58.29 $63,410 - $67,907	1,165 Added 7.83%	16,049 $917,000
Q2 2025 Aug 04, 2025	BUY	$44.89 - $54.38 $123,492 - $149,599	2,751 Added 22.67%	14,884 $809,000
Q1 2025 Apr 29, 2025	BUY	$50.21 - $57.73 $14,410 - $16,568	287 Added 2.42%	12,133 $620,000
Q4 2024 Feb 12, 2025	BUY	$54.13 - $59.56 $8,390 - $9,231	155 Added 1.33%	11,846 $647,000
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

805

Shares Held

232M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO

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Pensionmark Financial Group, LLC Spdr Portfolio Transaction History