Cassaday & CO Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Cassaday & CO Wealth Management LLC

  • $3.98 Billion
  • Q2 2025

A detailed history of Cassaday & CO Wealth Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 1,141,575 shares of SPEM stock, worth $50 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares
1,141,575
Previous 145,209 686.16%
Holding current value
$50 Million
Previous $5.72 Million 753.57%
% of portfolio
1.22%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
$34.72 - $42.74 $34.6 Million - $42.6 Million
996,366 Added 686.16%
1,141,575 $48.8 Million
Q1 2025

May 05, 2025
SELL
$37.07 - $40.63 $803,714 - $880,899
-21,681 Reduced 12.99%
145,209 $5.72 Million
Q4 2024

Feb 03, 2025
BUY
$38.37 - $42.82 $6.4 Million - $7.15 Million
166,890 New
166,890 $6.4 Million

Others Institutions Holding SPEM

# of Institutions
938
Shares Held
225M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPEM Quotes by TradingView
  • Ticker SPEM
  • Sector ETFs
  • Industry ETFs
More about SPEM
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