Blue Stem Wealth Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Blue Stem Wealth Partners, LLC

  • $814 Billion
  • Q2 2025

A detailed history of Blue Stem Wealth Partners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Blue Stem Wealth Partners, LLC holds 984,214 shares of SPEM stock, worth $43.1 Million. This represents 5.17% of its overall portfolio holdings.

Number of Shares
984,214
Previous 636,261 54.69%
Holding current value
$43.1 Million
Previous $25 Billion 67.93%
% of portfolio
5.17%
Previous 3.42%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$34.72 - $42.74 $12.1 Million - $14.9 Million
347,953 Added 54.69%
984,214 $42.1 Billion
Q1 2025

May 07, 2025
SELL
$37.07 - $40.63 $13.2 Million - $14.4 Million
-355,413 Reduced 35.84%
636,261 $25 Billion
Q4 2024

Feb 05, 2025
BUY
$38.37 - $42.82 $38.1 Million - $42.5 Million
991,674 New
991,674 $38.1 Billion

Others Institutions Holding SPEM

# of Institutions
956
Shares Held
226M
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 Blue Stem Wealth Partners, LLC Portfolio

Follow Blue Stem Wealth Partners, 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 Blue Stem Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Stem Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email