Wealthspire Advisors, LLC Spdr Portfolio Transaction History

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 174,758 shares of SPMD stock, worth $9.66 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
174,758
Previous 188,684 7.38%
Holding current value
$9.66 Million
Previous $9.68 Million 1.28%
% of portfolio
0.1%
Previous 0.12%

Shares

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

Nov 13, 2024
SELL
$50.29 - $54.92 $700,338 - $764,815
-13,926 Reduced 7.38%
174,758 $9.56 Million
Q2 2024

Aug 08, 2024
SELL
$49.54 - $53.39 $408,209 - $439,933
-8,240 Reduced 4.18%
188,684 $9.68 Million
Q1 2024

May 06, 2024
SELL
$47.16 - $53.34 $481,031 - $544,068
-10,200 Reduced 4.92%
196,924 $10.5 Million
Q4 2023

Feb 06, 2024
SELL
$40.76 - $49.2 $450,520 - $543,807
-11,053 Reduced 5.07%
207,124 $10.1 Million
Q3 2023

Nov 06, 2023
SELL
$43.23 - $47.8 $266,772 - $294,973
-6,171 Reduced 2.75%
218,177 $9.55 Million
Q2 2023

Jul 31, 2023
SELL
$42.21 - $45.89 $150,731 - $163,873
-3,571 Reduced 1.57%
224,348 $10.3 Million
Q1 2023

May 09, 2023
BUY
$41.67 - $47.74 $6,833 - $7,829
164 Added 0.07%
227,919 $10 Million
Q4 2022

Feb 13, 2023
SELL
$39.32 - $45.21 $20,878 - $24,006
-531 Reduced 0.23%
227,755 $9.68 Million
Q3 2022

Nov 14, 2022
BUY
$38.55 - $46.17 $83,306 - $99,773
2,161 Added 0.96%
228,286 $8.8 Million
Q2 2022

Aug 09, 2022
BUY
$38.67 - $47.45 $8.74 Million - $10.7 Million
226,125 New
226,125 $8.98 Million
Q4 2021

Feb 14, 2022
SELL
$46.63 - $50.95 $11.1 Million - $12.2 Million
-239,087 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
$45.05 - $48.67 $10.8 Million - $11.6 Million
239,087 New
239,087 $11 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
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