Beacon Bridge Wealth Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Beacon Bridge Wealth Partners, LLC

$212 Billion
Q1 2024

A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 36,253 shares of SPEM stock, worth $1.37 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

36,253

Previous 44,960 19.37%

Holding current value

$1.37 Million

Previous $1.59 Billion 17.59%

% of portfolio

0.62%

Previous 0.79%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	SELL	$33.69 - $36.47 $293,338 - $317,544	-8,707 Reduced 19.37%	36,253 $1.31 Billion
Q4 2023 Feb 09, 2024	BUY	$32.26 - $35.46 $44,454 - $48,863	1,378 Added 3.16%	44,960 $1.59 Billion
Q3 2023 Nov 14, 2023	BUY	$33.36 - $36.37 $211,669 - $230,767	6,345 Added 17.04%	43,582 $1.46 Billion
Q2 2023 Aug 08, 2023	BUY	$33.2 - $35.75 $521,804 - $561,882	15,717 Added 73.03%	37,237 $1.28 Billion
Q1 2023 May 08, 2023	BUY	$32.49 - $36.44 $192,665 - $216,089	5,930 Added 38.04%	21,520 $734 Million

Q4 2022 Feb 10, 2023	BUY	$30.26 - $34.51 $471,753 - $538,010	15,590 New	15,590 $514 Million

Others Institutions Holding SPEM

# of Institutions

740

Shares Held

188M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
Sector ETFs
Industry ETFs

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Beacon Bridge Wealth Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History