Richard W. Paul & Associates, LLC Spdr Portfolio Transaction History

Richard W. Paul & Associates, LLC

  • $293 Billion
  • Q3 2025

A detailed history of Richard W. Paul & Associates, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Richard W. Paul & Associates, LLC holds 2,814 shares of SPMD stock, worth $158,343. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,814
Previous 2,779 1.26%
Holding current value
$158,343
Previous $151 Million 6.49%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 13, 2025
BUY
$54.43 - $58.29 $1,905 - $2,040
35 Added 1.26%
2,814 $161 Million
Q2 2025

Aug 12, 2025
SELL
$44.89 - $54.38 $6,688 - $8,102
-149 Reduced 5.09%
2,779 $151 Million
Q1 2025

May 12, 2025
BUY
$50.21 - $57.73 $8,736 - $10,045
174 Added 6.32%
2,928 $150 Million
Q4 2024

Feb 05, 2025
SELL
$54.13 - $59.56 $19,270 - $21,203
-356 Reduced 11.45%
2,754 $151 Million
Q3 2024

Oct 17, 2024
SELL
$50.29 - $54.92 $10,963 - $11,972
-218 Reduced 6.55%
3,110 $170 Million
Q2 2024

Jul 23, 2024
BUY
$49.54 - $53.39 $2,179 - $2,349
44 Added 1.34%
3,328 $171 Million
Q1 2024

May 14, 2024
SELL
$47.16 - $53.34 $32,257 - $36,484
-684 Reduced 17.24%
3,284 $175 Million
Q4 2023

Jan 23, 2024
SELL
$40.76 - $49.2 $10,475 - $12,644
-257 Reduced 6.08%
3,968 $193 Million
Q3 2023

Oct 12, 2023
SELL
$43.23 - $47.8 $39,166 - $43,306
-906 Reduced 17.66%
4,225 $185 Million
Q2 2023

Jul 25, 2023
SELL
$42.21 - $45.89 $11,143 - $12,114
-264 Reduced 4.89%
5,131 $235 Million
Q1 2023

Apr 24, 2023
BUY
$41.67 - $47.74 $1,041 - $1,193
25 Added 0.47%
5,395 $237 Million
Q4 2022

Feb 07, 2023
BUY
$39.32 - $45.21 $211,148 - $242,777
5,370 New
5,370 $228 Million

Others Institutions Holding SPMD

# of Institutions
807
Shares Held
230M
Call Options Held
0
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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