Bogart Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Bogart Wealth, LLC

  • $2.1 Billion
  • Q3 2024

A detailed history of Bogart Wealth, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Bogart Wealth, LLC holds 3,621 shares of SPEM stock, worth $141,653. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,621
Previous 3,621 -0.0%
Holding current value
$141,653
Previous $136,000 9.56%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
BUY
$35.3 - $38.79 $25,451 - $27,967
721 Added 24.86%
3,621 $136,000
Q3 2023

Oct 30, 2023
BUY
$33.36 - $36.37 $10,008 - $10,911
300 Added 11.54%
2,900 $97,000
Q2 2023

Jul 28, 2023
BUY
$33.2 - $35.75 $13,280 - $14,300
400 Added 18.18%
2,600 $89,000
Q1 2023

Apr 21, 2023
BUY
$32.49 - $36.44 $64,720 - $72,588
1,992 Added 957.69%
2,200 $75,000
Q4 2022

Feb 06, 2023
SELL
$30.18 - $34.51 $29,787 - $34,061
-987 Reduced 82.59%
208 $6,000
Q3 2022

Nov 03, 2022
BUY
$31.04 - $35.55 $37,092 - $42,482
1,195 New
1,195 $37,000

Others Institutions Holding SPEM

# of Institutions
812
Shares Held
195M
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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