Fonville Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Fonville Wealth Management LLC

  • $303 Billion
  • Q4 2024

A detailed history of Fonville Wealth Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Fonville Wealth Management LLC holds 113,672 shares of SPEM stock, worth $4.42 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares
113,672
Previous 109,597 3.72%
Holding current value
$4.42 Million
Previous $4.52 Billion 3.59%
% of portfolio
1.44%
Previous 1.56%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$38.37 - $42.82 $156,357 - $174,491
4,075 Added 3.72%
113,672 $4.36 Billion
Q3 2024

Oct 28, 2024
BUY
$36.02 - $41.68 $489,944 - $566,931
13,602 Added 14.17%
109,597 $4.52 Billion
Q2 2024

Jul 30, 2024
BUY
$35.3 - $38.79 $458,017 - $503,300
12,975 Added 15.63%
95,995 $3.62 Billion
Q1 2024

Apr 26, 2024
BUY
$33.69 - $36.47 $469,874 - $508,647
13,947 Added 20.19%
83,020 $3 Billion
Q4 2023

Jan 31, 2024
BUY
$32.26 - $35.46 $2.23 Million - $2.45 Million
69,073 New
69,073 $2.45 Billion

Others Institutions Holding SPEM

# of Institutions
875
Shares Held
206M
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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