Shepherd Financial Partners LLC Spdr Portfolio Transaction History

Shepherd Financial Partners LLC

  • $976 Million
  • Q3 2025

A detailed history of Shepherd Financial Partners LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 288,393 shares of SPMD stock, worth $16.2 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares
288,393
Previous 281,857 2.32%
Holding current value
$16.2 Million
Previous $15.3 Million 7.61%
% of portfolio
1.69%
Previous 1.7%

Shares

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

Nov 06, 2025
BUY
$54.43 - $58.29 $355,754 - $380,983
6,536 Added 2.32%
288,393 $16.5 Million
Q2 2025

Aug 13, 2025
BUY
$44.89 - $54.38 $294,253 - $356,460
6,555 Added 2.38%
281,857 $15.3 Million
Q1 2025

Apr 18, 2025
BUY
$50.21 - $57.73 $13.3 Million - $15.3 Million
264,931 Added 2554.54%
275,302 $14.1 Million
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
805
Shares Held
232M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO

SPMD Quotes by TradingView
  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
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