Warren Street Wealth Advisors, LLC Spdr Portfolio Transaction History

Warren Street Wealth Advisors, LLC

$238 Million
Q4 2024

A detailed history of Warren Street Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Warren Street Wealth Advisors, LLC holds 126,442 shares of SPMD stock, worth $6.88 Million. This represents 2.91% of its overall portfolio holdings.

Number of Shares

126,442

Previous 122,728 3.03%

Holding current value

$6.88 Million

Previous $6.71 Million 3.06%

% of portfolio

2.91%

Previous 2.87%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$54.13 - $59.56 $201,038 - $221,205	3,714 Added 3.03%	126,442 $6.92 Million
Q3 2024 Oct 18, 2024	BUY	$50.29 - $54.92 $194,169 - $212,046	3,861 Added 3.25%	122,728 $6.71 Million
Q2 2024 Jul 30, 2024	BUY	$49.54 - $53.39 $183,942 - $198,237	3,713 Added 3.22%	118,867 $6.1 Million
Q1 2024 Apr 30, 2024	BUY	$47.16 - $53.34 $181,707 - $205,519	3,853 Added 3.46%	115,154 $6.14 Million
Q4 2023 Mar 19, 2024	BUY	$40.76 - $49.2 $175,023 - $211,264	4,294 Added 4.01%	111,301 $5.42 Million
Q3 2023 Oct 18, 2023	BUY	$43.23 - $47.8 $51,141 - $56,547	1,183 Added 1.12%	107,007 $4.69 Million
Q2 2023 Jul 17, 2023	BUY	$42.21 - $45.89 $38,115 - $41,438	903 Added 0.86%	105,824 $4.86 Million
Q1 2023 Apr 28, 2023	BUY	$41.67 - $47.74 $118,842 - $136,154	2,852 Added 2.79%	104,921 $4.61 Million
Q4 2022 Feb 01, 2023	BUY	$39.32 - $45.21 $235,841 - $271,169	5,998 Added 6.24%	102,069 $4.34 Million
Q3 2022 Oct 19, 2022	BUY	$38.55 - $46.17 $120,430 - $144,235	3,124 Added 3.36%	96,071 $3.7 Million
Q2 2022 Jul 18, 2022	BUY	$38.67 - $47.45 $168,330 - $206,549	4,353 Added 4.91%	92,947 $3.69 Million
Q1 2022 May 04, 2022	BUY	$44.15 - $50.14 $90,551 - $102,837	2,051 Added 2.37%	88,594 $4.18 Million
Q4 2021 Feb 07, 2022	BUY	$46.63 - $50.95 $4.04 Million - $4.41 Million	86,543 New	86,543 $4.31 Million

Others Institutions Holding SPMD

# of Institutions

714

Shares Held

204M

Call Options Held

2.1K

Put Options Held

View Full List

About SPDR PORTFOLIO

Ticker SPMD
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Warren Street Wealth Advisors, LLC Spdr Portfolio Transaction History