A detailed history of Strategic Wealth Advisors Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 149,612 shares of SPMD stock, worth $8.27 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
149,612
Previous 163,137 8.29%
Holding current value
$8.27 Million
Previous $6.64 Million 13.1%
% of portfolio
0.25%
Previous 0.28%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022

SELL
$38.55 - $46.17 $521,388 - $624,449
-13,525 Reduced 8.29%
149,612 $5.77 Million
Q2 2022

Aug 12, 2022

BUY
$38.67 - $47.45 $1.02 Million - $1.25 Million
26,305 Added 19.22%
163,137 $6.64 Million
Q1 2022

May 10, 2022

BUY
$44.15 - $50.14 $255,893 - $290,611
5,796 Added 4.42%
136,832 $6.48 Million
Q4 2021

Feb 16, 2022

BUY
$46.63 - $50.95 $191,462 - $209,200
4,106 Added 3.23%
131,036 $6.54 Million
Q3 2021

Nov 17, 2021

SELL
$45.05 - $48.67 $870,681 - $940,645
-19,327 Reduced 13.21%
126,930 $5.86 Million
Q2 2021

Aug 10, 2021

BUY
$45.87 - $48.58 $207,470 - $219,727
4,523 Added 3.19%
146,257 $6.91 Million
Q1 2021

May 07, 2021

BUY
$39.79 - $47.1 $133,415 - $157,926
3,353 Added 2.42%
141,734 $6.49 Million
Q4 2020

Feb 12, 2021

SELL
$33.07 - $40.57 $174,047 - $213,519
-5,263 Reduced 3.66%
138,381 $5.59 Million
Q3 2020

Nov 30, 2020

BUY
$30.67 - $34.54 $159,453 - $179,573
5,199 Added 3.76%
143,644 $4.69 Million
Q2 2020

Aug 03, 2020

BUY
$23.46 - $34.21 $3.25 Million - $4.74 Million
138,445 New
138,445 $4.31 Million

Others Institutions Holding SPMD

About SPDR PORTFOLIO


  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
More about SPMD
Track This Portfolio

Track Strategic Wealth Advisors Group, LLC Portfolio

Follow Strategic Wealth Advisors Group, 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 Strategic Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Advisors Group, LLC with notifications on news.