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

Merriman Wealth Management, LLC

  • $2.16 Billion
  • Q1 2024

A detailed history of Merriman Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 142,645 shares of SPEM stock, worth $5.37 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
142,645
Previous 141,901 0.52%
Holding current value
$5.37 Million
Previous $5.02 Million 2.75%
% of portfolio
0.24%
Previous 0.25%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$33.69 - $36.47 $25,065 - $27,133
744 Added 0.52%
142,645 $5.16 Million
Q4 2023

Feb 13, 2024
BUY
$32.26 - $35.46 $1.82 Million - $2 Million
56,413 Added 65.99%
141,901 $5.02 Million
Q3 2023

Nov 13, 2023
SELL
$33.36 - $36.37 $2.16 Million - $2.35 Million
-64,705 Reduced 43.08%
85,488 $2.87 Million
Q2 2023

Aug 14, 2023
BUY
$33.2 - $35.75 $1.97 Million - $2.12 Million
59,338 Added 65.31%
150,193 $5.16 Million
Q1 2023

May 04, 2023
SELL
$32.49 - $36.44 $2.31 Million - $2.59 Million
-71,026 Reduced 43.88%
90,855 $3.1 Million
Q4 2022

Feb 13, 2023
BUY
$30.26 - $34.51 $477,775 - $544,878
15,789 Added 10.81%
161,881 $5.34 Million
Q3 2022

Oct 26, 2022
SELL
N/A
-11,128 Reduced 7.08%
146,092 $4.54 Million
Q2 2022

Jul 29, 2022
SELL
N/A
-28,487 Reduced 15.34%
157,220 $0
Q1 2022

Apr 28, 2022
SELL
N/A
-31,509 Reduced 14.51%
185,707 $7.18 Million
Q4 2021

Feb 01, 2022
SELL
N/A
-18,391 Reduced 7.81%
217,216 $9.01 Million
Q4 2021

Feb 01, 2022
BUY
N/A
10,427 Added 4.63%
235,607 $10.7 Million
Q3 2021

Nov 09, 2021
SELL
N/A
-10,427 Reduced 4.43%
225,180 $9.58 Million
Q2 2021

Jul 28, 2021
SELL
N/A
-18,377 Reduced 7.24%
235,607 $10.7 Million
Q1 2021

May 10, 2021
SELL
N/A
-4,972 Reduced 1.92%
253,984 $11.1 Million
Q4 2020

Feb 10, 2021
SELL
N/A
-9,143 Reduced 3.41%
258,956 $10.9 Million
Q3 2020

Oct 26, 2020
SELL
N/A
-11,325 Reduced 4.05%
268,099 $9.8 Million
Q2 2020

Jul 31, 2020
BUY
N/A
51,832 Added 22.77%
279,424 $9.35 Million
Q1 2020

Apr 22, 2020
BUY
N/A
227,592 New
227,592 $6.48 Million

Others Institutions Holding SPEM

# of Institutions
743
Shares Held
185M
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
Track This Portfolio

Track Merriman Wealth Management, LLC Portfolio

Follow Merriman Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Merriman Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merriman Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email