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

Forthright Family Wealth Advisory LLC

  • $134 Million
  • Q1 2025

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 64,106 shares of SPEM stock, worth $2.81 Million. This represents 1.88% of its overall portfolio holdings.

Number of Shares
64,106
Previous 63,487 0.98%
Holding current value
$2.81 Million
Previous $2.44 Million 3.61%
% of portfolio
1.88%
Previous 1.77%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$37.07 - $40.63 $22,946 - $25,149
619 Added 0.98%
64,106 $2.52 Million
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
933
Shares Held
213M
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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