Western Wealth Management, LLC Spdr Index Shs Fds S Spdr Port Transaction History

Western Wealth Management, LLC

$1.72 Billion
Q3 2024

A detailed history of Western Wealth Management, LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Western Wealth Management, LLC holds 6,782 shares of SPGM stock, worth $438,049. This represents 0.03% of its overall portfolio holdings.

Number of Shares

6,782

Previous 6,846 0.93%

Holding current value

$438,049

Previous $416,000 5.53%

% of portfolio

0.03%

Previous 0.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$57.85 - $64.92 $3,702 - $4,154	-64 Reduced 0.93%	6,782 $439,000
Q2 2024 Jul 19, 2024	BUY	$56.67 - $60.99 $26,918 - $28,970	475 Added 7.46%	6,846 $416,000
Q1 2024 May 02, 2024	BUY	$54.21 - $59.68 $24,286 - $26,736	448 Added 7.56%	6,371 $380,000
Q4 2023 Jan 31, 2024	BUY	$48.07 - $55.48 $8,412 - $9,709	175 Added 3.04%	5,923 $327,000
Q3 2023 Nov 07, 2023	BUY	$50.1 - $54.28 $10,470 - $11,344	209 Added 3.77%	5,748 $290,000
Q2 2023 Aug 30, 2023	BUY	$49.47 - $52.62 $34,678 - $36,886	701 Added 14.49%	5,539 $289,000
Q1 2023 Aug 30, 2023	BUY	$46.63 - $51.08 $225,595 - $247,125	4,838 New	4,838 $241,000
Q3 2022 Nov 04, 2022	SELL	$42.78 - $50.95 $7,358 - $8,763	-172 Reduced 2.08%	8,086 $347,000
Q2 2022 Jul 18, 2022	BUY	$44.97 - $55.51 $89 - $111	2 Added 0.02%	8,258 $381,000
Q1 2022 May 10, 2022	BUY	$50.64 - $58.29 $207,624 - $238,989	4,100 Added 98.65%	8,256 $452,000
Q4 2021 Feb 14, 2022	BUY	$54.48 - $58.88 $1,089 - $1,177	20 Added 0.48%	4,156 $242,000
Q2 2021 Aug 09, 2021	BUY	$52.95 - $55.77 $953 - $1,003	18 Added 0.44%	4,136 $229,000
Q1 2021 May 14, 2021	BUY	$48.86 - $52.85 $201,205 - $217,636	4,118 New	4,118 $216,000

Others Institutions Holding SPGM

# of Institutions

140

Shares Held

9.76M

Call Options Held

Put Options Held

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About SPDR INDEX SHS FDS S SPDR PORT

Ticker SPGM
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Western Wealth Management, LLC Spdr Index Shs Fds S Spdr Port Transaction History