Partnership Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Partnership Wealth Management, LLC

  • $120 Billion
  • Q4 2024

A detailed history of Partnership Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Partnership Wealth Management, LLC holds 54,872 shares of SPEM stock, worth $2.19 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares
54,872
Previous 50,089 9.55%
Holding current value
$2.19 Million
Previous $2.07 Billion 1.83%
% of portfolio
1.75%
Previous 1.46%

Shares

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

Jan 08, 2025
BUY
$38.37 - $42.82 $183,523 - $204,808
4,783 Added 9.55%
54,872 $2.11 Billion
Q3 2024

Oct 08, 2024
BUY
$36.02 - $41.68 $1.55 Million - $1.79 Million
42,993 Added 605.88%
50,089 $2.07 Billion
Q2 2024

Jul 03, 2024
SELL
$35.3 - $38.79 $2,047 - $2,249
-58 Reduced 0.81%
7,096 $267 Million
Q1 2024

Apr 10, 2024
BUY
$33.69 - $36.47 $20,988 - $22,720
623 Added 9.54%
7,154 $259 Million
Q4 2023

Feb 07, 2024
BUY
$32.26 - $35.46 $210,690 - $231,589
6,531 New
6,531 $223 Million

Others Institutions Holding SPEM

# of Institutions
876
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
Track This Portfolio

Track Partnership Wealth Management, LLC Portfolio

Follow Partnership Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Partnership Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Partnership Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email