Impact Partnership Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Impact Partnership Wealth, LLC

$495 Billion
Q4 2024

A detailed history of Impact Partnership Wealth, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Impact Partnership Wealth, LLC holds 496,324 shares of SPEM stock, worth $19.1 Million. This represents 3.84% of its overall portfolio holdings.

Number of Shares

496,324

Previous 446,854 11.07%

Holding current value

$19.1 Million

Previous $18.4 Billion 3.24%

% of portfolio

3.84%

Previous 4.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$38.37 - $42.82 $1.9 Million - $2.12 Million	49,470 Added 11.07%	496,324 $19 Billion
Q3 2024 Oct 22, 2024	BUY	$36.02 - $41.68 $5.53 Million - $6.4 Million	153,563 Added 52.36%	446,854 $18.4 Billion
Q2 2024 Aug 02, 2024	BUY	$35.3 - $38.79 $1.1 Million - $1.21 Million	31,247 Added 11.92%	293,291 $11 Billion
Q1 2024 May 13, 2024	SELL	$33.69 - $36.47 $375,913 - $406,932	-11,158 Reduced 4.08%	262,044 $9.48 Billion
Q4 2023 Feb 14, 2024	BUY	$32.26 - $35.46 $8.79 Million - $9.67 Million	272,601 Added 45357.9%	273,202 $9.67 Billion
Q3 2023 Oct 17, 2023	SELL	$33.36 - $36.37 $69,055 - $75,285	-2,070 Reduced 77.5%	601 $20.2 Million
Q2 2023 Jul 17, 2023	BUY	$33.2 - $35.75 $88,677 - $95,488	2,671 New	2,671 $91.8 Million

Others Institutions Holding SPEM

# of Institutions

819

Shares Held

195M

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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Impact Partnership Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History