Ica Group Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Ica Group Wealth Management, LLC

$164 Million
Q2 2024

A detailed history of Ica Group Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 800 shares of SPEM stock, worth $30,880. This represents 0.02% of its overall portfolio holdings.

Number of Shares

800

Previous 14,194 94.36%

Holding current value

$30,880

Previous $513,000 94.15%

% of portfolio

0.02%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	SELL	$35.3 - $38.79 $472,808 - $519,553	-13,394 Reduced 94.36%	800 $30,000
Q1 2024 May 14, 2024	SELL	$33.69 - $36.47 $18,226 - $19,730	-541 Reduced 3.67%	14,194 $513,000
Q4 2023 Mar 07, 2024	BUY	$32.26 - $35.46 $47,357 - $52,055	1,468 Added 11.07%	14,735 $521,000
Q3 2023 Nov 13, 2023	BUY	$33.36 - $36.37 $119,562 - $130,350	3,584 Added 37.01%	13,267 $445,000
Q2 2023 Aug 11, 2023	BUY	$33.2 - $35.75 $134,426 - $144,751	4,049 Added 71.87%	9,683 $332,000
Q1 2023 May 12, 2023	BUY	$32.49 - $36.44 $99,484 - $111,579	3,062 Added 119.05%	5,634 $192,000
Q4 2022 Feb 14, 2023	BUY	$30.18 - $34.51 $77,622 - $88,759	2,572 New	2,572 $84,000

Others Institutions Holding SPEM

# of Institutions

820

Shares Held

195M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
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Ica Group Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History