First Purpose Wealth LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

First Purpose Wealth LLC

  • $275 Million
  • Q1 2024

A detailed history of First Purpose Wealth LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, First Purpose Wealth LLC holds 15,486 shares of SPEM stock, worth $583,357. This represents 0.2% of its overall portfolio holdings.

Number of Shares
15,486
Previous 14,757 4.94%
Holding current value
$583,357
Previous $522,000 7.28%
% of portfolio
0.2%
Previous 0.2%

Shares

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

Apr 22, 2024
BUY
$33.69 - $36.47 $24,560 - $26,586
729 Added 4.94%
15,486 $560,000
Q4 2023

Apr 22, 2024
SELL
$32.26 - $35.46 $58,971 - $64,820
-1,828 Reduced 11.02%
14,757 $522,000
Q3 2023

Oct 30, 2023
BUY
$33.36 - $36.37 $44,568 - $48,590
1,336 Added 8.76%
16,585 $556,000
Q2 2023

Jul 21, 2023
BUY
$33.2 - $35.75 $98,238 - $105,784
2,959 Added 24.08%
15,249 $524,000
Q1 2023

May 03, 2023
SELL
$32.49 - $36.44 $168,883 - $189,415
-5,198 Reduced 29.72%
12,290 $419,000
Q4 2022

Jan 26, 2023
BUY
$30.26 - $34.51 $281,327 - $320,839
9,297 Added 113.5%
17,488 $0
Q3 2022

Oct 24, 2022
BUY
N/A
8,191 New
8,191 $254,000

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
Track This Portfolio

Track First Purpose Wealth LLC Portfolio

Follow First Purpose Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of First Purpose Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on First Purpose Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email