Sowell Financial Services LLC Spdr Portfolio Transaction History

Sowell Financial Services LLC

$2.46 Billion
Q3 2025

A detailed history of Sowell Financial Services LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Sowell Financial Services LLC holds 5,608 shares of SPMD stock, worth $315,562. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,608

Previous 5,324 5.33%

Holding current value

$315,562

Previous $289,000 10.73%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$54.43 - $58.29 $15,458 - $16,554	284 Added 5.33%	5,608 $320,000
Q2 2025 Jul 11, 2025	SELL	$44.89 - $54.38 $4,354 - $5,274	-97 Reduced 1.79%	5,324 $289,000
Q1 2025 Apr 17, 2025	BUY	$50.21 - $57.73 $272,188 - $312,954	5,421 New	5,421 $276,000
Q3 2021 Nov 04, 2021	SELL	$45.05 - $48.67 $3.7 Million - $4 Million	-82,177 Closed	0 $0
Q2 2021 Aug 05, 2021	SELL	$45.87 - $48.58 $323,245 - $342,343	-7,047 Reduced 7.9%	82,177 $3.88 Million

Q1 2021 May 07, 2021	BUY	$39.79 - $47.1 $1.96 Million - $2.32 Million	49,359 Added 123.82%	89,224 $4.29 Million
Q4 2020 Jan 13, 2021	BUY	$33.07 - $40.57 $1.32 Million - $1.62 Million	39,865 New	39,865 $1.61 Million
Q2 2020 Aug 13, 2020	SELL	$23.46 - $34.21 $70,755 - $103,177	-3,016 Closed	0 $0
Q1 2020 May 12, 2020	SELL	$21.39 - $37.02 $144,446 - $249,996	-6,753 Reduced 69.13%	3,016 $76,000
Q4 2019 Feb 07, 2020	SELL	$32.63 - $36.43 $86,567 - $96,648	-2,653 Reduced 21.36%	9,769 $0
Q3 2019 Nov 14, 2019	BUY	$33.7 - $34.71 $418,621 - $431,167	12,422 New	12,422 $421,000

Others Institutions Holding SPMD

# of Institutions

805

Shares Held

232M

Call Options Held

Put Options Held

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Sowell Financial Services LLC Spdr Portfolio Transaction History