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

Modern Wealth Management, LLC

  • $3.04 Billion
  • Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Modern Wealth Management, LLC holds 6,424 shares of SPEM stock, worth $262,613. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,424
Previous 6,419 0.08%
Holding current value
$262,613
Previous $253 Million 99.9%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 30, 2025
BUY
$37.07 - $40.63 $185 - $203
5 Added 0.08%
6,424 $252,000
Q1 2025

May 15, 2025
SELL
$37.07 - $40.63 $22,798 - $24,987
-615 Reduced 8.74%
6,419 $253 Million
Q4 2024

May 30, 2025
SELL
$38.37 - $42.82 $23,022 - $25,692
-600 Reduced 9.35%
5,819 $223,000
Q4 2024

Feb 11, 2025
BUY
$38.37 - $42.82 $51,876 - $57,892
1,352 Added 23.79%
7,034 $279 Million
Q3 2024

May 30, 2025
SELL
$36.02 - $41.68 $26,546 - $30,718
-737 Reduced 11.48%
5,682 $234,000
Q3 2024

Nov 05, 2024
BUY
$36.02 - $41.68 $204,665 - $236,825
5,682 New
5,682 $235 Million

Others Institutions Holding SPEM

# of Institutions
910
Shares Held
208M
Call Options Held
0
Put Options Held
60
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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