Strategic Investment Advisors Spdr Portfolio Transaction History

Strategic Investment Advisors

$940 Million
Q4 2024

A detailed history of Strategic Investment Advisors transactions in Spdr Portfolio stock. As of the latest transaction made, Strategic Investment Advisors holds 3,973 shares of SPMD stock, worth $223,322. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,973

Previous 4,219 5.83%

Holding current value

$223,322

Previous $230,000 5.65%

% of portfolio

0.02%

Previous 0.03%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$54.13 - $59.56 $13,315 - $14,651	-246 Reduced 5.83%	3,973 $217,000
Q3 2024 Oct 21, 2024	BUY	$50.29 - $54.92 $7,241 - $7,908	144 Added 3.53%	4,219 $230,000
Q2 2024 Jul 22, 2024	BUY	$49.54 - $53.39 $3,418 - $3,683	69 Added 1.72%	4,075 $209,000
Q1 2024 Apr 22, 2024	SELL	$47.16 - $53.34 $68,806 - $77,823	-1,459 Reduced 26.7%	4,006 $213,000
Q4 2023 Jan 10, 2024	SELL	$40.76 - $49.2 $23,722 - $28,634	-582 Reduced 9.62%	5,465 $266,000
Q3 2023 Oct 24, 2023	SELL	$43.23 - $47.8 $17,119 - $18,928	-396 Reduced 6.15%	6,047 $264,000
Q2 2023 Aug 14, 2023	SELL	$42.21 - $45.89 $18,487 - $20,099	-438 Reduced 6.37%	6,443 $295,000
Q1 2023 Apr 27, 2023	SELL	$41.67 - $47.74 $6,458 - $7,399	-155 Reduced 2.2%	6,881 $302,000
Q4 2022 Jan 19, 2023	BUY	$39.32 - $45.21 $276,655 - $318,097	7,036 New	7,036 $0
Q2 2022 Aug 15, 2022	SELL	$38.67 - $47.45 $2,822 - $3,463	-73 Reduced 0.9%	8,005 $318,000
Q1 2022 Apr 28, 2022	BUY	$44.15 - $50.14 $69,624 - $79,070	1,577 Added 24.26%	8,078 $381,000
Q4 2021 Jan 26, 2022	SELL	$46.63 - $50.95 $28,444 - $31,079	-610 Reduced 8.58%	6,501 $323,000
Q3 2021 Oct 19, 2021	BUY	$45.05 - $48.67 $45 - $48	1 Added 0.01%	7,111 $328,000
Q2 2021 Jul 22, 2021	SELL	$45.87 - $48.58 $30,136 - $31,917	-657 Reduced 8.46%	7,110 $336,000
Q1 2021 Apr 14, 2021	SELL	$39.79 - $47.1 $21,804 - $25,810	-548 Reduced 6.59%	7,767 $355,000
Q4 2020 Jan 13, 2021	SELL	$33.07 - $40.57 $36,674 - $44,992	-1,109 Reduced 11.77%	8,315 $336,000
Q3 2020 Oct 14, 2020	SELL	$30.67 - $34.54 $7,698 - $8,669	-251 Reduced 2.59%	9,424 $307,000
Q2 2020 Aug 04, 2020	BUY	$23.46 - $34.21 $226,975 - $330,981	9,675 New	9,675 $302,000

Others Institutions Holding SPMD

# of Institutions

696

Shares Held

191M

Call Options Held

Put Options Held

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Strategic Investment Advisors Spdr Portfolio Transaction History