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

Echo Wealth Management, LLC

$128 Million
Q4 2024

A detailed history of Echo Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Echo Wealth Management, LLC holds 62,680 shares of SPEM stock, worth $2.5 Million. This represents 1.88% of its overall portfolio holdings.

Number of Shares

62,680

Previous 61,404 2.08%

Holding current value

$2.5 Million

Previous $2.53 Million 5.09%

% of portfolio

1.88%

Previous 1.99%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$38.37 - $42.82 $48,960 - $54,638	1,276 Added 2.08%	62,680 $2.41 Million
Q3 2024 Oct 18, 2024	BUY	$36.02 - $41.68 $6,411 - $7,419	178 Added 0.29%	61,404 $2.53 Million
Q2 2024 Jul 17, 2024	BUY	$35.3 - $38.79 $21,815 - $23,972	618 Added 1.02%	61,226 $2.31 Million
Q1 2024 Apr 22, 2024	SELL	$33.69 - $36.47 $108,683 - $117,652	-3,226 Reduced 5.05%	60,608 $2.19 Million
Q4 2023 Jan 17, 2024	BUY	$32.26 - $35.46 $21,743 - $23,900	674 Added 1.07%	63,834 $2.26 Million
Q3 2023 Oct 20, 2023	BUY	$33.36 - $36.37 $98,912 - $107,837	2,965 Added 4.93%	63,160 $2.12 Million
Q2 2023 Jul 31, 2023	SELL	$33.2 - $35.75 $73,471 - $79,114	-2,213 Reduced 3.55%	60,195 $2.07 Million
Q1 2023 Apr 28, 2023	SELL	$32.49 - $36.44 $383,609 - $430,247	-11,807 Reduced 15.91%	62,408 $2.13 Million
Q4 2022 Jan 30, 2023	SELL	$30.18 - $34.51 $875,974 - $1 Million	-29,025 Reduced 28.11%	74,215 $2.45 Million
Q3 2022 Nov 14, 2022	BUY	$31.04 - $35.55 $388,713 - $445,192	12,523 Added 13.8%	103,240 $3.12 Million
Q2 2022 Jul 29, 2022	BUY	$33.85 - $40.03 $414,967 - $490,727	12,259 Added 15.62%	90,717 $3.15 Million
Q1 2022 May 16, 2022	BUY	$35.69 - $43.02 $221,920 - $267,498	6,218 Added 8.61%	78,458 $2.97 Million
Q4 2021 Jan 18, 2022	SELL	$40.07 - $44.51 $24,242 - $26,928	-605 Reduced 0.83%	72,240 $3.01 Million
Q3 2021 Oct 22, 2021	BUY	$41.44 - $45.27 $292,234 - $319,244	7,052 Added 10.72%	72,845 $3.15 Million
Q2 2021 Jul 14, 2021	SELL	$42.87 - $46.35 $321,782 - $347,903	-7,506 Reduced 10.24%	65,793 $2.87 Million
Q1 2021 Apr 07, 2021	BUY	$42.41 - $47.37 $65,565 - $73,234	1,546 Added 2.15%	73,299 $3.21 Million
Q4 2020 Feb 22, 2021	BUY	$36.44 - $42.49 $2.61 Million - $3.05 Million	71,753 New	71,753 $3.03 Million

Others Institutions Holding SPEM

# of Institutions

876

Shares Held

206M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
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Echo Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History