Fusion Family Wealth LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Fusion Family Wealth LLC

$1.08 Billion
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 19, 2022	SELL	$31.04 - $35.55 $651 - $746	-21 Reduced 0.24%	8,814 $375,000
Q1 2022 Apr 28, 2022	BUY	$35.69 - $43.02 $15,489 - $18,670	434 Added 5.17%	8,835 $341,000
Q4 2021 Jan 20, 2022	SELL	$40.07 - $44.51 $16,548 - $18,382	-413 Reduced 4.69%	8,401 $349,000
Q3 2021 Oct 14, 2021	BUY	$41.44 - $45.27 $11,396 - $12,449	275 Added 3.22%	8,814 $375,000
Q2 2021 Jul 30, 2021	BUY	$42.87 - $46.35 $343,088 - $370,939	8,003 Added 1493.1%	8,539 $389,000
Q3 2020 Nov 09, 2020	BUY	$33.84 - $37.9 $2,876 - $3,221	85 Added 18.85%	536 $20,000
Q2 2020 Aug 13, 2020	BUY	$27.38 - $34.3 $2,409 - $3,018	88 Added 24.24%	451 $15,000
Q1 2020 May 06, 2020	BUY	$25.76 - $38.65 $927 - $1,391	36 Added 11.01%	363 $10,000
Q3 2019 Oct 31, 2019	BUY	$34.28 - $35.36 $3,633 - $3,748	106 Added 47.96%	327 $11,000
Q2 2019 Aug 06, 2019	BUY	N/A	24 Added 12.18%	221 $8,000
Q1 2019 May 10, 2019	SELL	N/A	-13,790 Reduced 98.59%	197 $7,000
Q4 2018 Jan 18, 2019	BUY	N/A	13,865 Added 11364.75%	13,987 $453,000
Q3 2018 Nov 07, 2018	SELL	N/A	-3 Reduced 2.4%	122 $4,000
Q2 2018 Aug 03, 2018	BUY	N/A	125 New	125 $4,000

Others Institutions Holding SPEM

# of Institutions

810

Shares Held

195M

Call Options Held

0

Put Options Held

0

About SPDR SER TR FDS SPDR PORTFOLIO

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