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

Fonville Wealth Management LLC

  • $252 Billion
  • Q2 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 95,995 shares of SPEM stock, worth $3.68 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares
95,995
Previous 83,020 15.63%
Holding current value
$3.68 Million
Previous $3 Billion 20.36%
% of portfolio
1.43%
Previous 1.33%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
767
Shares Held
194M
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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