Valeo Financial Advisors, LLC Spdr Portfolio Transaction History

Valeo Financial Advisors, LLC

  • $4.36 Billion
  • Q3 2025

A detailed history of Valeo Financial Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 5,847 shares of SPMD stock, worth $329,010. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,847
Previous 5,690 2.76%
Holding current value
$329,010
Previous $309,000 8.09%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$54.43 - $58.29 $8,545 - $9,151
157 Added 2.76%
5,847 $334,000
Q2 2025

Jul 22, 2025
BUY
$44.89 - $54.38 $255,424 - $309,422
5,690 New
5,690 $309,000
Q1 2019

Apr 12, 2019
SELL
N/A
-22 Closed
0 $0
Q2 2018

Aug 14, 2018
BUY
N/A
22 New
22 $1,000

Others Institutions Holding SPMD

# of Institutions
805
Shares Held
232M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO

SPMD Quotes by TradingView
  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
More about SPMD
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