Symphony Financial, Ltd. Co. Spdr Portfolio Transaction History

Symphony Financial, Ltd. Co.

$608 Million
Q3 2024

A detailed history of Symphony Financial, Ltd. Co. transactions in Spdr Portfolio stock. As of the latest transaction made, Symphony Financial, Ltd. Co. holds 185,850 shares of SPMD stock, worth $10.3 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares

185,850

Previous 172,445 7.77%

Holding current value

$10.3 Million

Previous $8.85 Million 14.88%

% of portfolio

1.67%

Previous 1.62%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$50.29 - $54.92 $674,137 - $736,202	13,405 Added 7.77%	185,850 $10.2 Million
Q2 2024 Jul 17, 2024	BUY	$49.54 - $53.39 $816,121 - $879,546	16,474 Added 10.56%	172,445 $8.85 Million
Q1 2024 Apr 17, 2024	SELL	$47.16 - $53.34 $43,481 - $49,179	-922 Reduced 0.59%	155,971 $8.32 Million
Q4 2023 Jan 18, 2024	BUY	$40.76 - $49.2 $1.21 Million - $1.47 Million	29,795 Added 23.44%	156,893 $7.64 Million
Q3 2023 Nov 07, 2023	BUY	$43.23 - $47.8 $1.08 Million - $1.2 Million	25,075 Added 24.58%	127,098 $5.57 Million
Q2 2023 Jul 12, 2023	BUY	$42.21 - $45.89 $707,270 - $768,932	16,756 Added 19.65%	102,023 $4.68 Million
Q1 2023 May 03, 2023	BUY	$41.67 - $47.74 $693,347 - $794,345	16,639 Added 24.25%	85,267 $3.75 Million
Q4 2022 Jan 26, 2023	BUY	$39.32 - $45.21 $750,618 - $863,058	19,090 Added 38.54%	68,628 $0
Q3 2022 Oct 27, 2022	BUY	$38.55 - $46.17 $1.91 Million - $2.29 Million	49,538 New	49,538 $1.92 Million

Others Institutions Holding SPMD

# of Institutions

655

Shares Held

188M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO

Ticker SPMD
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Symphony Financial, Ltd. Co. Spdr Portfolio Transaction History