Sax Wealth Advisors, LLC Spdr Portfolio Transaction History

Sax Wealth Advisors, LLC

  • $1.26 Billion
  • Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 6,273 shares of SPMD stock, worth $355,804. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,273
Previous 5,025 24.84%
Holding current value
$355,804
Previous $274,000 25.18%
% of portfolio
0.03%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$54.13 - $59.56 $67,554 - $74,330
1,248 Added 24.84%
6,273 $343,000
Q3 2024

Oct 17, 2024
SELL
$50.29 - $54.92 $201 - $219
-4 Reduced 0.08%
5,025 $274,000
Q2 2024

Jul 12, 2024
BUY
$49.54 - $53.39 $198 - $213
4 Added 0.08%
5,029 $257,000
Q4 2023

Feb 14, 2024
BUY
$40.76 - $49.2 $204,819 - $247,230
5,025 New
5,025 $244,000

Others Institutions Holding SPMD

# of Institutions
678
Shares Held
189M
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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