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

Mbe Wealth Management, LLC

$175 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 25, 2021	SELL	$41.44 - $45.27 $194,850 - $212,859	-4,702 Closed	0 $0
Q2 2021 Jul 19, 2021	SELL	$42.87 - $46.35 $600,437 - $649,178	-14,006 Reduced 74.87%	4,702 $214,000
Q1 2021 Apr 26, 2021	SELL	$42.41 - $47.37 $137,281 - $153,336	-3,237 Reduced 14.75%	18,708 $819,000
Q4 2020 Jan 19, 2021	BUY	$36.44 - $42.49 $6,194 - $7,223	170 Added 0.78%	21,945 $925,000
Q3 2020 Oct 19, 2020	BUY	$33.84 - $37.9 $575 - $644	17 Added 0.08%	21,775 $728,000
Q2 2020 Aug 14, 2020	BUY	$27.38 - $34.3 $225,912 - $283,009	8,251 Added 61.09%	21,758 $728,000
Q1 2020 May 07, 2020	BUY	$25.76 - $38.65 $50,051 - $75,096	1,943 Added 16.8%	13,507 $384,000
Q4 2019 Jan 30, 2020	BUY	$33.84 - $38.03 $391,325 - $439,778	11,564 New	11,564 $434,000

Others Institutions Holding SPEM

# of Institutions

813

Shares Held

195M

Call Options Held

0

Put Options Held

0

About SPDR SER TR FDS SPDR PORTFOLIO

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