Kestra Private Wealth Services, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Kestra Private Wealth Services, LLC

  • $5.74 Billion
  • Q1 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 9,903 shares of SPEM stock, worth $390,079. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,903
Previous 7,973 24.21%
Holding current value
$390,079
Previous $305,000 27.54%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 05, 2025
BUY
$37.07 - $40.63 $71,545 - $78,415
1,930 Added 24.21%
9,903 $389,000
Q4 2024

Jan 28, 2025
BUY
$38.37 - $42.82 $152,520 - $170,209
3,975 Added 99.42%
7,973 $305,000
Q3 2024

Nov 13, 2024
BUY
$36.02 - $41.68 $144,007 - $166,636
3,998 New
3,998 $165,000

Others Institutions Holding SPEM

# of Institutions
891
Shares Held
208M
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
  • Industry ETFs
More about SPEM
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