Values Added Financial LLC Spdr Portfolio Transaction History

Values Added Financial LLC

  • $225 Billion
  • Q3 2025

A detailed history of Values Added Financial LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Values Added Financial LLC holds 6,118 shares of SPMD stock, worth $344,259. This represents 0.16% of its overall portfolio holdings.

Number of Shares
6,118
Previous 6,120 0.03%
Holding current value
$344,259
Previous $333 Million 5.13%
% of portfolio
0.16%
Previous 0.16%

Shares

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

Oct 31, 2025
SELL
$54.43 - $58.29 $108 - $116
-2 Reduced 0.03%
6,118 $350 Million
Q2 2025

Jul 23, 2025
BUY
$44.89 - $54.38 $92,652 - $112,240
2,064 Added 50.89%
6,120 $333 Million
Q1 2025

Apr 28, 2025
BUY
$50.21 - $57.73 $203,651 - $234,152
4,056 New
4,056 $208 Million

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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