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

Connecticut Wealth Management, LLC

  • $1.93 Billion
  • Q2 2024

A detailed history of Connecticut Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 5,549 shares of SPEM stock, worth $212,471. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,549
Previous 5,751 3.51%
Holding current value
$212,471
Previous $208,000 0.48%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 13, 2024
SELL
$35.3 - $38.79 $7,130 - $7,835
-202 Reduced 3.51%
5,549 $209,000
Q4 2023

Feb 06, 2024
SELL
$32.26 - $35.46 $71,907 - $79,040
-2,229 Reduced 27.93%
5,751 $203,000
Q3 2023

Oct 19, 2023
SELL
$33.36 - $36.37 $6,438 - $7,019
-193 Reduced 2.36%
7,980 $267,000
Q2 2023

Jul 25, 2023
BUY
$33.2 - $35.75 $6,606 - $7,114
199 Added 2.5%
8,173 $280,000
Q1 2023

Apr 18, 2023
BUY
$32.49 - $36.44 $259,075 - $290,572
7,974 New
7,974 $272,000

Others Institutions Holding SPEM

# of Institutions
767
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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