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

Diversify Wealth Management, LLC

  • $1.62 Trillion
  • Q2 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 20,021 shares of SPEM stock, worth $947,994. This represents 0.05% of its overall portfolio holdings.

Number of Shares
20,021
Previous 17,608 13.7%
Holding current value
$947,994
Previous $693 Million 27.84%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$34.72 - $42.74 $83,779 - $103,131
2,413 Added 13.7%
20,021 $886 Million
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
957
Shares Held
225M
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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