Steward Partners Investment Advisory, LLC Spdr Portfolio Transaction History

Steward Partners Investment Advisory, LLC

  • $16.6 Billion
  • Q3 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 8,423 shares of SPMD stock, worth $473,962. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,423
Previous 7,695 9.46%
Holding current value
$473,962
Previous $418,000 15.07%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2025
BUY
$54.43 - $58.29 $39,625 - $42,435
728 Added 9.46%
8,423 $481,000
Q2 2025

Aug 12, 2025
BUY
$44.89 - $54.38 $272,257 - $329,814
6,065 Added 372.09%
7,695 $418,000
Q1 2025

May 13, 2025
BUY
$50.21 - $57.73 $602 - $692
12 Added 0.74%
1,630 $83,000
Q4 2024

Feb 06, 2025
BUY
$54.13 - $59.56 $3,464 - $3,811
64 Added 4.12%
1,618 $88,000
Q3 2024

Nov 14, 2024
SELL
$50.29 - $54.92 $2,765 - $3,020
-55 Reduced 3.42%
1,554 $84,000
Q2 2024

Aug 08, 2024
BUY
$49.54 - $53.39 $3,913 - $4,217
79 Added 5.16%
1,609 $82,000
Q4 2023

Feb 12, 2024
BUY
$40.76 - $49.2 $1,263 - $1,525
31 Added 2.07%
1,530 $74,000
Q1 2023

May 15, 2023
SELL
$41.67 - $47.74 $82,381 - $94,381
-1,977 Reduced 56.88%
1,499 $65,000
Q4 2022

Feb 15, 2023
BUY
$39.32 - $45.21 $77,735 - $89,380
1,977 Added 131.89%
3,476 $147,000
Q3 2022

Nov 10, 2022
BUY
$38.55 - $46.17 $886 - $1,061
23 Added 1.56%
1,499 $58,000
Q2 2022

Aug 04, 2022
SELL
$38.67 - $47.45 $1,082 - $1,328
-28 Reduced 1.86%
1,476 $59,000
Q3 2021

Nov 12, 2021
BUY
$45.05 - $48.67 $2,703 - $2,920
60 Added 4.16%
1,504 $69,000
Q1 2021

May 14, 2021
BUY
$39.79 - $47.1 $159 - $188
4 Added 0.28%
1,444 $0
Q4 2020

Feb 11, 2021
SELL
$33.07 - $40.57 $661 - $811
-20 Reduced 1.37%
1,440 $58,000
Q3 2020

Oct 30, 2020
BUY
$30.67 - $34.54 $2,300 - $2,590
75 Added 5.42%
1,460 $48,000
Q2 2020

Aug 06, 2020
BUY
$23.46 - $34.21 $1,736 - $2,531
74 Added 5.64%
1,385 $43,000
Q1 2020

Apr 29, 2020
SELL
$21.39 - $37.02 $25,539 - $44,201
-1,194 Reduced 47.66%
1,311 $33,000
Q2 2019

Jul 25, 2019
BUY
N/A
2,505 New
2,505 $85,000
Q4 2018

Jan 15, 2019
SELL
N/A
-28,660 Closed
0 $0
Q3 2018

Oct 23, 2018
BUY
N/A
2,246 Added 8.5%
28,660 $1.04 Million
Q2 2018

Jul 20, 2018
BUY
N/A
23,909 Added 954.45%
26,414 $921,000
Q1 2018

Apr 20, 2018
SELL
N/A
-120 Reduced 4.57%
2,505 $83,000
Q4 2017

Jan 19, 2018
BUY
N/A
2,585 Added 6462.5%
2,625 $87,000
Q1 2017

Nov 22, 2017
BUY
N/A
40
40 $3,000

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
More about SPMD
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email