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

Ica Group Wealth Management, LLC

$493 Million
Q1 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 14,194 shares of SPEM stock, worth $545,475. This represents 0.1% of its overall portfolio holdings.

Number of Shares

14,194

Previous 14,735 3.67%

Holding current value

$545,475

Previous $521,000 1.54%

% of portfolio

0.1%

Previous 0.12%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$30.26 - $34.51 $77,828 - $88,759	2,572 New	2,572 $84,000

Others Institutions Holding SPEM

# of Institutions

742

Shares Held

185M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
Sector ETFs
Industry ETFs

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