Qp Wealth Management, LLC Spdr Portfolio Transaction History

Qp Wealth Management, LLC

  • $57.3 Million
  • Q3 2023

A detailed history of Qp Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Qp Wealth Management, LLC holds 13,614 shares of SPMD stock, worth $752,854. This represents 1.04% of its overall portfolio holdings.

Number of Shares
13,614
Previous 15,992 14.87%
Holding current value
$752,854
Previous $733,000 18.69%
% of portfolio
1.04%
Previous 1.16%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 05, 2023
SELL
$43.23 - $47.8 $102,800 - $113,668
-2,378 Reduced 14.87%
13,614 $596,000
Q2 2023

Jul 13, 2023
BUY
$42.21 - $45.89 $27,267 - $29,644
646 Added 4.21%
15,992 $733,000
Q1 2023

Apr 25, 2023
BUY
$41.67 - $47.74 $252,728 - $289,543
6,065 Added 65.35%
15,346 $674,000
Q4 2022

Jan 17, 2023
SELL
$39.32 - $45.21 $515,878 - $593,155
-13,120 Reduced 58.57%
9,281 $0
Q3 2022

Oct 12, 2022
SELL
$38.55 - $46.17 $31,957 - $38,274
-829 Reduced 3.57%
22,401 $870,000
Q2 2022

Jul 08, 2022
SELL
$38.67 - $47.45 $59,590 - $73,120
-1,541 Reduced 6.22%
23,230 $922,000
Q1 2022

Apr 18, 2022
SELL
$44.15 - $50.14 $21,898 - $24,869
-496 Reduced 1.96%
24,771 $1.17 Million
Q4 2021

Jan 13, 2022
BUY
$46.63 - $50.95 $86,265 - $94,257
1,850 Added 7.9%
25,267 $1.26 Million
Q3 2021

Nov 05, 2021
BUY
$45.05 - $48.67 $18,290 - $19,760
406 Added 1.76%
23,417 $1.08 Million
Q2 2021

Jul 13, 2021
BUY
$45.87 - $48.58 $1.06 Million - $1.12 Million
23,011 New
23,011 $1.09 Million

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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