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

Diversify Wealth Management, LLC

  • $1.35 Trillion
  • Q1 2025

A detailed history of Diversify Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 17,608 shares of SPEM stock, worth $719,815. This represents 0.05% of its overall portfolio holdings.

Number of Shares
17,608
Previous 19,691 10.58%
Holding current value
$719,815
Previous $735 Million 5.79%
% of portfolio
0.05%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
$37.07 - $40.63 $77,216 - $84,632
-2,083 Reduced 10.58%
17,608 $693 Million
Q4 2024

Jan 16, 2025
SELL
$38.37 - $42.82 $285,703 - $318,837
-7,446 Reduced 27.44%
19,691 $735 Million
Q3 2024

Oct 25, 2024
BUY
$36.02 - $41.68 $137,524 - $159,134
3,818 Added 16.37%
27,137 $1.1 Billion
Q2 2024

Aug 08, 2024
BUY
$35.3 - $38.79 $823,160 - $904,544
23,319 New
23,319 $840 Million

Others Institutions Holding SPEM

# of Institutions
910
Shares Held
207M
Call Options Held
0
Put Options Held
60
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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