Mbm Wealth Consultants, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Mbm Wealth Consultants, LLC

$307 Million
Q3 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 19, 2023	BUY	$33.36 - $36.37 $201,160 - $219,311	6,030 New	6,030 $202,000
Q4 2022 Feb 15, 2023	BUY	$30.18 - $34.51 $10,713 - $12,251	355 Added 9.33%	4,161 $139,000
Q3 2022 Oct 24, 2022	SELL	$31.04 - $35.55 $50,471 - $57,804	-1,626 Reduced 29.93%	3,806 $120,000
Q2 2022 Aug 15, 2022	BUY	$33.85 - $40.03 $5,652 - $6,685	167 Added 3.17%	5,432 $189,000
Q1 2022 May 16, 2022	SELL	$35.69 - $43.02 $8,993 - $10,841	-252 Reduced 4.57%	5,265 $203,000
Q4 2021 Feb 15, 2022	BUY	$40.07 - $44.51 $18,953 - $21,053	473 Added 9.38%	5,517 $229,000
Q3 2021 Nov 16, 2021	BUY	$41.44 - $45.27 $16,120 - $17,610	389 Added 8.36%	5,044 $215,000
Q2 2021 Aug 13, 2021	BUY	$42.87 - $46.35 $1,586 - $1,714	37 Added 0.8%	4,655 $211,000
Q1 2021 May 10, 2021	SELL	$42.41 - $47.37 $5,174 - $5,779	-122 Reduced 2.57%	4,618 $202,000
Q4 2020 Feb 09, 2021	BUY	$36.44 - $42.49 $6,850 - $7,988	188 Added 4.13%	4,740 $200,000
Q3 2020 Nov 12, 2020	SELL	$33.84 - $37.9 $541 - $606	-16 Reduced 0.35%	4,552 $166,000
Q2 2020 Aug 07, 2020	BUY	$27.38 - $34.3 $12,978 - $16,258	474 Added 11.58%	4,568 $152,000
Q1 2020 May 13, 2020	BUY	$25.76 - $38.65 $17,645 - $26,475	685 Added 20.09%	4,094 $116,000
Q4 2019 Feb 11, 2020	BUY	$33.84 - $38.03 $9,373 - $10,534	277 Added 8.84%	3,409 $128,000
Q3 2019 Oct 30, 2019	BUY	$34.28 - $35.36 $10,969 - $11,315	320 Added 11.38%	3,132 $107,000
Q2 2019 Jul 30, 2019	BUY	N/A	438 Added 18.45%	2,812 $101,000
Q1 2019 Apr 25, 2019	BUY	N/A	634 Added 36.44%	2,374 $85,000
Q4 2018 Feb 13, 2019	BUY	N/A	1,740 New	1,740 $56,000

Others Institutions Holding SPEM

# of Institutions

772

Shares Held

193M

Call Options Held

0

Put Options Held

0

About SPDR SER TR FDS SPDR PORTFOLIO

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