Kfg Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Kfg Wealth Management, LLC

  • $385 Million
  • Q4 2024

A detailed history of Kfg Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 385,342 shares of SPEM stock, worth $14.9 Million. This represents 3.84% of its overall portfolio holdings.

Number of Shares
385,342
Previous 293,100 31.47%
Holding current value
$14.9 Million
Previous $12.1 Million 22.2%
% of portfolio
3.84%
Previous 3.51%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$38.37 - $42.82 $3.54 Million - $3.95 Million
92,242 Added 31.47%
385,342 $14.8 Million
Q3 2024

Oct 15, 2024
BUY
$36.02 - $41.68 $10.6 Million - $12.2 Million
293,100 New
293,100 $12.1 Million

Others Institutions Holding SPEM

# of Institutions
823
Shares Held
196M
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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