Wealth Enhancement Advisory Services, LLC Spdr Portfolio Transaction History

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 818,836 shares of SPMD stock, worth $42.4 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

818,836

Previous 525,342 55.87%

Holding current value

$42.4 Million

Previous $28.7 Million 55.87%

% of portfolio

0.09%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	BUY	$54.13 - $59.56 $15.9 Million - $17.5 Million	293,494 Added 55.87%	818,836 $44.8 Million
Q4 2024 Jan 10, 2025	BUY	$54.13 - $59.56 $5.31 Million - $5.84 Million	98,015 Added 22.94%	525,342 $28.7 Million
Q3 2024 Oct 23, 2024	BUY	$50.29 - $54.92 $139,001 - $151,798	2,764 Added 0.65%	427,327 $23.4 Million
Q2 2024 Jul 16, 2024	SELL	$49.54 - $53.39 $292,286 - $315,001	-5,900 Reduced 1.37%	424,563 $21.8 Million
Q1 2024 Apr 15, 2024	BUY	$47.16 - $53.34 $970,694 - $1.1 Million	20,583 Added 5.02%	430,463 $23 Million
Q4 2023 Jan 30, 2024	BUY	$40.76 - $49.2 $1.78 Million - $2.15 Million	43,646 Added 11.92%	409,880 $20 Million
Q3 2023 Nov 13, 2023	BUY	$43.23 - $47.8 $15.8 Million - $17.5 Million	366,234 New	366,234 $16 Million

Others Institutions Holding SPMD

# of Institutions

720

Shares Held

205M

Call Options Held

2.1K

Put Options Held

View Full List

About SPDR PORTFOLIO

Ticker SPMD
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Wealth Enhancement Advisory Services, LLC Spdr Portfolio Transaction History