Worth Asset Management, LLC Spdr Portfolio Transaction History

Worth Asset Management, LLC

  • $195 Million
  • Q3 2025

A detailed history of Worth Asset Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Worth Asset Management, LLC holds 6,641 shares of SPMD stock, worth $373,689. This represents 0.19% of its overall portfolio holdings.

Number of Shares
6,641
Previous 4,672 42.14%
Holding current value
$373,689
Previous $254,000 49.21%
% of portfolio
0.19%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$54.43 - $58.29 $107,172 - $114,773
1,969 Added 42.14%
6,641 $379,000
Q2 2025

Jul 10, 2025
BUY
$44.89 - $54.38 $209,726 - $254,063
4,672 New
4,672 $254,000
Q2 2024

Jul 11, 2024
BUY
$49.54 - $53.39 $8,917 - $9,610
180 Added 1.32%
13,807 $708,000
Q1 2024

Apr 12, 2024
BUY
$47.16 - $53.34 $642,649 - $726,864
13,627 New
13,627 $726,000

Others Institutions Holding SPMD

# of Institutions
805
Shares Held
232M
Call Options Held
0
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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