Shepherd Financial Partners LLC Spdr Portfolio Transaction History

Shepherd Financial Partners LLC

  • $828 Million
  • Q4 2024

A detailed history of Shepherd Financial Partners LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 10,371 shares of SPMD stock, worth $529,335. This represents 0.07% of its overall portfolio holdings.

Number of Shares
10,371
Previous 4,708 120.28%
Holding current value
$529,335
Previous $257,000 120.62%
% of portfolio
0.07%
Previous 0.03%

Shares

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

Jan 28, 2025
BUY
$54.13 - $59.56 $306,538 - $337,288
5,663 Added 120.28%
10,371 $567,000
Q1 2024

Apr 22, 2024
BUY
$47.16 - $53.34 $222,029 - $251,124
4,708 New
4,708 $251,000

Others Institutions Holding SPMD

# of Institutions
731
Shares Held
206M
Call Options Held
2.1K
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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