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

Defined Wealth Management, LLC

  • $135 Million
  • Q1 2024

A detailed history of Defined Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Defined Wealth Management, LLC holds 31,421 shares of SPEM stock, worth $1.21 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
31,421
Previous 31,418 0.01%
Holding current value
$1.21 Million
Previous $1.11 Million 2.25%
% of portfolio
0.84%
Previous 0.85%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
BUY
$33.69 - $36.47 $101 - $109
3 Added 0.01%
31,421 $1.14 Million
Q4 2023

Jan 09, 2024
BUY
$32.26 - $35.46 $11,387 - $12,517
353 Added 1.14%
31,418 $1.11 Million
Q3 2023

Oct 24, 2023
BUY
$33.36 - $36.37 $21,383 - $23,313
641 Added 2.11%
31,065 $1.04 Million
Q2 2023

Jul 28, 2023
BUY
$33.2 - $35.75 $55,278 - $59,523
1,665 Added 5.79%
30,424 $1.05 Million
Q1 2023

Apr 21, 2023
BUY
$32.49 - $36.44 $43,146 - $48,392
1,328 Added 4.84%
28,759 $981,000
Q4 2022

Jan 23, 2023
SELL
$30.26 - $34.51 $1.14 Million - $1.3 Million
-37,631 Reduced 57.84%
27,431 $0
Q3 2022

Oct 13, 2022
BUY
N/A
179 Added 0.28%
65,062 $2.02 Million
Q2 2022

Jul 25, 2022
SELL
N/A
-313 Reduced 0.48%
64,883 $2.26 Million
Q1 2022

Apr 18, 2022
BUY
N/A
3,351 Added 5.42%
65,196 $2.52 Million
Q4 2021

Jan 19, 2022
BUY
N/A
4,850 Added 8.51%
61,845 $2.57 Million
Q3 2021

Oct 21, 2021
BUY
N/A
2,364 Added 4.33%
56,995 $2.42 Million
Q2 2021

Jul 20, 2021
SELL
N/A
-500 Reduced 0.91%
54,631 $2.49 Million
Q1 2021

May 18, 2021
BUY
N/A
29,049 Added 111.38%
55,131 $2.41 Million
Q4 2020

Mar 09, 2021
BUY
N/A
26,082 New
26,082 $1.1 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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