Bergan Kdv Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 339,371 shares of SPEM stock, worth $12.8 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares
339,371
Previous 326,202 4.04%
Holding current value
$12.8 Million
Previous $11.1 Million 4.8%
% of portfolio
1.17%
Previous 1.15%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023
BUY
$33.2 - $35.75 $437,210 - $470,791
13,169 Added 4.04%
339,371 $11.7 Million
Q1 2023

Apr 27, 2023
BUY
$32.49 - $36.44 $774,886 - $869,094
23,850 Added 7.89%
326,202 $11.1 Million
Q4 2022

Jan 31, 2023
BUY
$30.26 - $34.51 $624,112 - $711,768
20,625 Added 7.32%
302,352 $9.97 Million
Q3 2022

Oct 24, 2022
BUY
N/A
4,171 Added 1.5%
281,727 $8.75 Million
Q2 2022

Jul 13, 2022
BUY
N/A
8,699 Added 3.24%
277,556 $9.65 Million
Q1 2022

May 09, 2022
BUY
N/A
29,523 Added 12.34%
268,857 $10.4 Million
Q4 2021

Jan 28, 2022
BUY
N/A
27,253 Added 12.85%
239,334 $9.93 Million
Q3 2021

Nov 12, 2021
BUY
N/A
20,314 Added 10.59%
212,081 $9.02 Million
Q2 2021

Aug 10, 2021
BUY
N/A
7,976 Added 4.34%
191,767 $8.73 Million
Q1 2021

May 11, 2021
SELL
N/A
-1,328 Reduced 0.72%
183,791 $8.05 Million
Q4 2020

Feb 04, 2021
BUY
N/A
5,539 Added 3.08%
185,119 $7.81 Million
Q3 2020

Nov 05, 2020
BUY
N/A
14,364 Added 8.69%
179,580 $6.57 Million
Q2 2020

Aug 13, 2020
BUY
N/A
11,739 Added 7.65%
165,216 $5.53 Million
Q1 2020

Apr 24, 2020
BUY
N/A
153,477 New
153,477 $4.37 Million

Others Institutions Holding SPEM

# of Institutions
743
Shares Held
185M
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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