Zhang Financial LLC Spdr Portfolio Transaction History

Zhang Financial LLC

  • $1.73 Billion
  • Q4 2024

A detailed history of Zhang Financial LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Zhang Financial LLC holds 115,495 shares of SPMD stock, worth $6.64 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
115,495
Previous 93,267 23.83%
Holding current value
$6.64 Million
Previous $5.1 Million 23.87%
% of portfolio
0.37%
Previous 0.32%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$54.13 - $59.56 $1.2 Million - $1.32 Million
22,228 Added 23.83%
115,495 $6.32 Million
Q3 2024

Oct 15, 2024
BUY
$50.29 - $54.92 $1.37 Million - $1.5 Million
27,321 Added 41.43%
93,267 $5.1 Million
Q2 2024

Jul 19, 2024
BUY
$49.54 - $53.39 $779,809 - $840,411
15,741 Added 31.35%
65,946 $3.38 Million
Q1 2024

Apr 24, 2024
BUY
$47.16 - $53.34 $676,793 - $765,482
14,351 Added 40.03%
50,205 $2.68 Million
Q4 2023

Jan 31, 2024
BUY
$40.76 - $49.2 $1.46 Million - $1.76 Million
35,854 New
35,854 $1.75 Million

Others Institutions Holding SPMD

# of Institutions
660
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
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