Warren Averett Asset Management, LLC Spdr Portfolio Transaction History

Warren Averett Asset Management, LLC

  • $5.34 Billion
  • Q3 2024

A detailed history of Warren Averett Asset Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 289,765 shares of SPMD stock, worth $16 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
289,765
Previous 280,745 3.21%
Holding current value
$16 Million
Previous $14.4 Million 10.01%
% of portfolio
0.3%
Previous 0.28%

Shares

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

Nov 14, 2024
BUY
$50.29 - $54.92 $453,615 - $495,378
9,020 Added 3.21%
289,765 $15.8 Million
Q2 2024

Aug 14, 2024
BUY
$49.54 - $53.39 $213,269 - $229,843
4,305 Added 1.56%
280,745 $14.4 Million
Q1 2024

May 15, 2024
BUY
$47.16 - $53.34 $10.9 Million - $12.3 Million
230,362 Added 499.94%
276,440 $14.7 Million
Q4 2023

Feb 14, 2024
BUY
$40.76 - $49.2 $1.88 Million - $2.27 Million
46,078 New
46,078 $2.24 Million

Others Institutions Holding SPMD

# of Institutions
655
Shares Held
188M
Call Options Held
1K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

SPMD Quotes by TradingView
  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
More about SPMD
Track This Portfolio

Track Warren Averett Asset Management, LLC Portfolio

Follow Warren Averett Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Warren Averett Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Warren Averett Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email