WEALTHSPIRE ADVISORS, LLC – SPDR S&P MIDCAP 400 ETF Trust Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$5.26M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-2.86%
quarter
SPDR S&P MIDCAP 400 ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.48% | 441 shares | 27K | $401.66 | 13.10K |
| Q2 2022 | share | Increase | +40.69% | 3.66K shares | 822K | $413.49 | 12.66K |
| Q1 2022 | share | Decrease | -20.99% | -2.39K shares | -1.48M | $490.45 | 9.00K |
| Q4 2021 | share | Decrease | -20.89% | -3.00K shares | -1.02M | $517.09 | 11.39K |
| Q3 2021 | share | Increase | +36.89% | 3.88K shares | 1.76M | $480.88 | 14.40K |
| Q2 2021 | share | Increase | +0.97% | 101 shares | 205K | $489.69 | 10.52K |
| Q1 2021 | share | Increase | +14.47% | 1.31K shares | 1.13M | $473.49 | 10.41K |
| Q4 2020 | share | Increase | 0.00% | 9.10K shares | 3.82M | $416.91 | 9.10K |
| Q3 2020 | share | Decrease | -3.81% | -80 shares | 3K | $335.23 | 2.01K |
| Q2 2020 | share | Decrease | -81.96% | -9.53K shares | -2.37M | $320.07 | 2.09K |
| Q1 2020 | share | Increase | +454.34% | 9.53K shares | 2.26M | $258.41 | 11.63K |
| Q4 2019 | share | Increase | +7.92% | 154 shares | 103K | $367.22 | 2.09K |
| Q3 2019 | share | Increase | +18.25% | 300 shares | 102K | $343.48 | 1.94K |
| Q2 2019 | share | 0.00% | 0 shares | 15K | $344.21 | 1.64K | |
| Q1 2019 | share | 0.00% | 0 shares | 70K | $334.01 | 1.64K | |
| Q4 2018 | share | Increase | 0.00% | 1.64K shares | 498K | $291.94 | 1.64K |