Wealthcare Capital Management LLC Spdr Portfolio Transaction History

Wealthcare Capital Management LLC

$881 Million
Q3 2025

A detailed history of Wealthcare Capital Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Wealthcare Capital Management LLC holds 31,386 shares of SPMD stock, worth $1.77 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

31,386

Previous 26,370 19.02%

Holding current value

$1.77 Million

Previous $1.43 Million 25.1%

% of portfolio

0.2%

Previous 0.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$54.43 - $58.29 $273,020 - $292,382	5,016 Added 19.02%	31,386 $1.79 Million
Q2 2025 Jul 22, 2025	SELL	$44.89 - $54.38 $91,351 - $110,663	-2,035 Reduced 7.16%	26,370 $1.43 Million
Q1 2025 Apr 14, 2025	SELL	$50.21 - $57.73 $140,286 - $161,297	-2,794 Reduced 8.96%	28,405 $1.45 Million
Q4 2024 Jan 15, 2025	BUY	$54.13 - $59.56 $456,261 - $502,031	8,429 Added 37.02%	31,199 $1.71 Million
Q3 2024 Nov 04, 2024	BUY	$50.29 - $54.92 $290,977 - $317,767	5,786 Added 34.07%	22,770 $1.25 Million

Q2 2024 Aug 09, 2024	BUY	$49.54 - $53.39 $547,565 - $590,119	11,053 Added 186.36%	16,984 $871,000
Q1 2024 Apr 15, 2024	SELL	$47.16 - $53.34 $63,807 - $72,169	-1,353 Reduced 18.57%	5,931 $316,000
Q4 2023 Feb 08, 2024	BUY	$40.76 - $49.2 $296,895 - $358,372	7,284 New	7,284 $354,000

Others Institutions Holding SPMD

# of Institutions

805

Shares Held

232M

Call Options Held

Put Options Held

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

More about SPMD

Track This Portfolio

Portfolio Update

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

News

Stay updated on Wealthcare Capital Management LLC with notifications on news.

Account

Wealthcare Capital Management LLC Spdr Portfolio Transaction History