A detailed history of Tpg Financial Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Tpg Financial Advisors, LLC holds 145,114 shares of SPMD stock, worth $8.02 Million. This represents 3.58% of its overall portfolio holdings.

Number of Shares
145,114
Previous 139,765 3.83%
Holding current value
$8.02 Million
Previous $7.17 Million 10.67%
% of portfolio
3.58%
Previous 3.5%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$50.29 - $54.92 $269,001 - $293,767
5,349 Added 3.83%
145,114 $7.93 Million
Q2 2024

Oct 16, 2024

BUY
$49.54 - $53.39 $249,532 - $268,925
5,037 Added 3.74%
139,765 $7.17 Million
Q4 2023

Jan 09, 2024

BUY
$40.76 - $49.2 $49,115 - $59,286
1,205 Added 0.9%
134,728 $6.56 Million
Q3 2023

Oct 17, 2023

SELL
$43.23 - $47.8 $2.39 Million - $2.64 Million
-55,275 Reduced 29.28%
133,523 $5.85 Million
Q2 2023

Jul 13, 2023

BUY
$42.21 - $45.89 $570,594 - $620,341
13,518 Added 7.71%
188,798 $8.66 Million
Q4 2022

Jan 30, 2023

BUY
$39.32 - $45.21 $6,251 - $7,188
159 Added 0.09%
175,280 $7.45 Million
Q3 2022

Oct 11, 2022

BUY
$38.55 - $46.17 $137,546 - $164,734
3,568 Added 2.08%
175,121 $6.75 Million
Q2 2022

Jul 29, 2022

BUY
$38.67 - $47.45 $5,800 - $7,117
150 Added 0.09%
171,553 $6.81 Million
Q2 2022

Jul 11, 2022

BUY
$38.67 - $47.45 $117,054 - $143,631
3,027 Added 1.8%
171,403 $6.8 Million
Q1 2022

Jul 29, 2022

BUY
$44.15 - $50.14 $6,622 - $7,521
150 Added 0.09%
168,376 $7.94 Million
Q1 2022

Apr 14, 2022

BUY
$44.15 - $50.14 $181,324 - $205,924
4,107 Added 2.5%
168,226 $7.93 Million
Q4 2021

Jul 29, 2022

BUY
$46.63 - $50.95 $5,082 - $5,553
109 Added 0.07%
164,119 $8.16 Million
Q4 2021

Jan 14, 2022

BUY
$46.63 - $50.95 $804,647 - $879,193
17,256 Added 11.76%
164,010 $8.16 Million
Q3 2021

Jul 29, 2022

BUY
$45.05 - $48.67 $4,910 - $5,305
109 Added 0.07%
146,754 $6.77 Million
Q3 2021

Oct 08, 2021

BUY
$45.05 - $48.67 $1.03 Million - $1.11 Million
22,849 Added 18.46%
146,645 $6.77 Million
Q2 2021

Jul 13, 2021

SELL
$45.87 - $48.58 $1.13 Million - $1.2 Million
-24,671 Reduced 16.62%
123,796 $5.84 Million
Q1 2021

Apr 16, 2021

SELL
$39.79 - $47.1 $726,008 - $859,386
-18,246 Reduced 10.94%
148,467 $6.79 Million
Q4 2020

Jul 29, 2022

BUY
$33.07 - $40.57 $18,982 - $23,287
574 Added 0.35%
166,713 $6.74 Million
Q4 2020

Jan 12, 2021

BUY
$33.07 - $40.57 $930,093 - $1.14 Million
28,125 Added 20.38%
166,139 $6.71 Million
Q3 2020

Oct 14, 2020

SELL
$30.67 - $34.54 $480,568 - $541,207
-15,669 Reduced 10.2%
138,014 $4.5 Million
Q2 2020

Jul 10, 2020

BUY
$23.46 - $34.21 $254,259 - $370,767
10,838 Added 7.59%
153,683 $4.8 Million
Q1 2020

Apr 06, 2020

SELL
$21.39 - $37.02 $383,351 - $663,472
-17,922 Reduced 11.15%
142,845 $3.62 Million
Q4 2019

Jan 14, 2020

BUY
$32.63 - $36.43 $383,271 - $427,906
11,746 Added 7.88%
160,767 $5.83 Million
Q3 2019

Oct 03, 2019

BUY
$33.7 - $34.71 $1.31 Million - $1.35 Million
38,828 Added 35.24%
149,021 $5.05 Million
Q2 2019

Jul 08, 2019

SELL
N/A
-28,329 Reduced 20.45%
110,193 $3.78 Million
Q1 2019

Apr 03, 2019

BUY
N/A
39,929 Added 40.5%
138,522 $4.68 Million
Q4 2018

Feb 05, 2019

BUY
N/A
98,593 New
98,593 $2.9 Million

Others Institutions Holding SPMD

About SPDR PORTFOLIO


  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
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