Trinity Wealth Management, LLC Spdr Portfolio Transaction History

Trinity Wealth Management, LLC

$221 Million
Q4 2024

A detailed history of Trinity Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 24,034 shares of SPMD stock, worth $1.38 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

24,034

Previous 23,914 0.5%

Holding current value

$1.38 Million

Previous $1.31 Million 0.54%

% of portfolio

0.59%

Previous 0.6%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$54.13 - $59.56 $6,495 - $7,147	120 Added 0.5%	24,034 $1.31 Million
Q3 2024 Oct 18, 2024	BUY	$50.29 - $54.92 $23,787 - $25,977	473 Added 2.02%	23,914 $1.31 Million
Q2 2024 Jul 15, 2024	BUY	$49.54 - $53.39 $41,019 - $44,206	828 Added 3.66%	23,441 $1.2 Million
Q1 2024 Apr 17, 2024	BUY	$47.16 - $53.34 $35,464 - $40,111	752 Added 3.44%	22,613 $1.21 Million
Q4 2023 Jan 18, 2024	BUY	$40.76 - $49.2 $68,395 - $82,557	1,678 Added 8.31%	21,861 $1.07 Million
Q3 2023 Oct 10, 2023	BUY	$43.23 - $47.8 $872,511 - $964,747	20,183 New	20,183 $883,000

Others Institutions Holding SPMD

# of Institutions

660

Shares Held

189M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

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Trinity Wealth Management, LLC Spdr Portfolio Transaction History