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

Kestra Private Wealth Services, LLC

  • $6.57 Billion
  • Q2 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 9,728 shares of SPEM stock, worth $458,286. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,728
Previous 9,903 1.77%
Holding current value
$458,286
Previous $389,000 6.68%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
SELL
$34.72 - $42.74 $6,076 - $7,479
-175 Reduced 1.77%
9,728 $415,000
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
965
Shares Held
226M
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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