Certus Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Certus Wealth Management, LLC

  • $130 Million
  • Q2 2024

A detailed history of Certus Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Certus Wealth Management, LLC holds 15,828 shares of SPEM stock, worth $671,740. This represents 0.46% of its overall portfolio holdings.

Number of Shares
15,828
Previous 17,417 9.12%
Holding current value
$671,740
Previous $630,000 5.4%
% of portfolio
0.46%
Previous 0.5%

Shares

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

Aug 02, 2024
SELL
$35.3 - $38.79 $56,091 - $61,637
-1,589 Reduced 9.12%
15,828 $596,000
Q1 2024

May 06, 2024
SELL
$33.69 - $36.47 $168,483 - $182,386
-5,001 Reduced 22.31%
17,417 $630,000
Q4 2023

Feb 09, 2024
SELL
$32.26 - $35.46 $40,486 - $44,502
-1,255 Reduced 5.3%
22,418 $793,000
Q3 2023

Nov 02, 2023
SELL
$33.36 - $36.37 $57,946 - $63,174
-1,737 Reduced 6.84%
23,673 $794,000
Q2 2023

Aug 10, 2023
BUY
$33.2 - $35.75 $843,612 - $908,407
25,410 New
25,410 $874 Million

Others Institutions Holding SPEM

# of Institutions
766
Shares Held
194M
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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