Forthright Family Wealth Advisory LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Forthright Family Wealth Advisory LLC

  • $138 Million
  • Q4 2024

A detailed history of Forthright Family Wealth Advisory LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 63,487 shares of SPEM stock, worth $2.5 Million. This represents 1.77% of its overall portfolio holdings.

Number of Shares
63,487
Previous 67,874 6.46%
Holding current value
$2.5 Million
Previous $2.72 Billion 99.91%
% of portfolio
1.77%
Previous 1.75%

Shares

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

Mar 03, 2025
SELL
$38.37 - $42.82 $168,329 - $187,851
-4,387 Reduced 6.46%
63,487 $2.44 Million
Q3 2024

Dec 09, 2024
BUY
$36.02 - $41.68 $2.44 Million - $2.83 Million
67,874 New
67,874 $2.72 Billion

Others Institutions Holding SPEM

# of Institutions
877
Shares Held
206M
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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