Heritage Family Offices, LLP Spdr Ser Tr Fds Spdr Portfolio Transaction History

Heritage Family Offices, LLP

  • $196 Billion
  • Q1 2025

A detailed history of Heritage Family Offices, LLP transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Heritage Family Offices, LLP holds 404,452 shares of SPEM stock, worth $16 Million. This represents 8.14% of its overall portfolio holdings.

Number of Shares
404,452
Previous 446,891 9.5%
Holding current value
$16 Million
Previous $17.1 Billion 7.14%
% of portfolio
8.14%
Previous 8.56%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
SELL
$37.07 - $40.63 $1.57 Million - $1.72 Million
-42,439 Reduced 9.5%
404,452 $15.9 Billion
Q4 2024

Jan 14, 2025
BUY
$38.37 - $42.82 $48,000 - $53,567
1,251 Added 0.28%
446,891 $17.1 Billion
Q3 2024

Oct 16, 2024
BUY
$36.02 - $41.68 $111,517 - $129,041
3,096 Added 0.7%
445,640 $18.4 Billion
Q2 2024

Aug 01, 2024
BUY
$35.3 - $38.79 $15.6 Million - $17.2 Million
442,544 New
442,544 $16.7 Billion

Others Institutions Holding SPEM

# of Institutions
880
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
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More about SPEM
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