Bank Plus Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Bank Plus Wealth Management LLC

  • $170 Billion
  • Q3 2025

A detailed history of Bank Plus Wealth Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Bank Plus Wealth Management LLC holds 36,729 shares of SPEM stock, worth $1.73 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
36,729
Previous 26,512 38.54%
Holding current value
$1.73 Million
Previous $1.13 Billion 51.73%
% of portfolio
1.01%
Previous 0.75%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
$42.67 - $46.91 $435,959 - $479,279
10,217 Added 38.54%
36,729 $1.72 Billion
Q2 2025

Jul 16, 2025
BUY
$34.72 - $42.74 $264,427 - $325,507
7,616 Added 40.3%
26,512 $1.13 Billion
Q1 2025

Apr 25, 2025
BUY
$37.07 - $40.63 $169,669 - $185,963
4,577 Added 31.96%
18,896 $744 Million
Q4 2024

Jan 22, 2025
BUY
$38.37 - $42.82 $549,420 - $613,139
14,319 New
14,319 $549 Million

Others Institutions Holding SPEM

# of Institutions
971
Shares Held
229M
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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