Higgins & Schmidt Wealth Strategies LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Higgins & Schmidt Wealth Strategies LLC

$169 Billion
Q1 2025

A detailed history of Higgins & Schmidt Wealth Strategies LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Higgins & Schmidt Wealth Strategies LLC holds 57,855 shares of SPEM stock, worth $2.28 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares

57,855

Previous 60,325 4.09%

Holding current value

$2.28 Million

Previous $2.31 Billion 1.59%

% of portfolio

1.35%

Previous 1.44%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$37.07 - $40.63 $91,562 - $100,356	-2,470 Reduced 4.09%	57,855 $2.28 Billion
Q4 2024 Mar 25, 2025	SELL	$38.37 - $42.82 $3.19 Million - $3.56 Million	-83,203 Reduced 57.97%	60,325 $2.31 Billion
Q3 2024 Mar 25, 2025	BUY	$36.02 - $41.68 $282,324 - $326,687	7,838 Added 5.78%	143,528 $5.92 Billion
Q2 2024 Mar 25, 2025	BUY	$35.3 - $38.79 $10,060 - $11,055	285 Added 0.21%	135,690 $5.11 Billion
Q1 2024 Mar 25, 2025	BUY	$33.69 - $36.47 $182,128 - $197,156	5,406 Added 4.16%	135,405 $4.9 Billion
Q4 2023 Mar 25, 2025	BUY	$32.26 - $35.46 $4.19 Million - $4.61 Million	129,999 New	129,999 $4.6 Billion

Others Institutions Holding SPEM

# of Institutions

889

Shares Held

210M

Call Options Held

Put Options Held

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
Sector ETFs
Industry ETFs

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Higgins & Schmidt Wealth Strategies LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History