Vision Point Advisory Group, LLC Spdr Portfolio Transaction History

Vision Point Advisory Group, LLC

$473 Million
Q3 2025

A detailed history of Vision Point Advisory Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 14,733 shares of SPMD stock, worth $829,025. This represents 0.18% of its overall portfolio holdings.

Number of Shares

14,733

Previous 15,596 5.53%

Holding current value

$829,025

Previous $848,000 0.71%

% of portfolio

0.18%

Previous 0.2%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	SELL	$54.43 - $58.29 $46,973 - $50,304	-863 Reduced 5.53%	14,733 $842,000
Q2 2025 Jul 09, 2025	BUY	$44.89 - $54.38 $700,104 - $848,110	15,596 New	15,596 $848,000
Q4 2024 Feb 03, 2025	BUY	$54.13 - $59.56 $68,853 - $75,760	1,272 New	1,272 $69,000
Q2 2024 Aug 01, 2024	SELL	$49.54 - $53.39 $8,372 - $9,022	-169 Reduced 11.27%	1,331 $68,000
Q1 2024 May 10, 2024	SELL	$47.16 - $53.34 $518 - $586	-11 Reduced 0.73%	1,500 $80,000

Q4 2023 Feb 07, 2024	BUY	$40.76 - $49.2 $18,056 - $21,795	443 Added 41.48%	1,511 $73,000
Q3 2023 Dec 06, 2023	SELL	$43.23 - $47.8 $36,486 - $40,343	-844 Reduced 44.14%	1,068 $46,000
Q2 2023 Aug 21, 2023	BUY	$42.21 - $45.89 $80,705 - $87,741	1,912 New	1,912 $87,000

Others Institutions Holding SPMD

# of Institutions

806

Shares Held

232M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO

Ticker SPMD
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Vision Point Advisory Group, LLC Spdr Portfolio Transaction History