Phillips Financial Management, LLC Spdr Portfolio Transaction History

Phillips Financial Management, LLC

  • $1.25 Billion
  • Q3 2024

A detailed history of Phillips Financial Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Phillips Financial Management, LLC holds 3,195 shares of SPMD stock, worth $176,683. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,195
Previous 3,203 0.25%
Holding current value
$176,683
Previous $164,000 6.1%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 07, 2024
SELL
$50.29 - $54.92 $402 - $439
-8 Reduced 0.25%
3,195 $174,000
Q2 2024

Aug 08, 2024
BUY
$49.54 - $53.39 $396 - $427
8 Added 0.25%
3,203 $164,000
Q4 2023

Jan 25, 2024
BUY
$40.76 - $49.2 $130,228 - $157,194
3,195 New
3,195 $155,000

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
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