National Wealth Management Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

National Wealth Management Group, LLC

$178 Billion
Q2 2025

A detailed history of National Wealth Management Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, National Wealth Management Group, LLC holds 13,420 shares of SPEM stock, worth $632,216. This represents 0.32% of its overall portfolio holdings.

Number of Shares

13,420

Previous 9,104 47.41%

Holding current value

$632,216

Previous $358 Million 60.01%

% of portfolio

0.32%

Previous 0.24%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Sep 25, 2025	BUY	$34.72 - $42.74 $149,851 - $184,465	4,316 Added 47.41%	13,420 $574 Million
Q1 2025 May 15, 2025	BUY	$37.07 - $40.63 $62,166 - $68,136	1,677 Added 22.58%	9,104 $358 Million
Q4 2024 Feb 12, 2025	BUY	$38.37 - $42.82 $14,925 - $16,656	389 Added 5.53%	7,427 $285 Million
Q3 2024 Nov 13, 2024	BUY	$36.02 - $41.68 $23,881 - $27,633	663 Added 10.4%	7,038 $291 Million
Q2 2024 Aug 09, 2024	BUY	$35.3 - $38.79 $5,047 - $5,546	143 Added 2.29%	6,375 $240 Million
Q1 2024 May 17, 2024	BUY	$33.69 - $36.47 $209,956 - $227,281	6,232 New	6,232 $226 Million

Others Institutions Holding SPEM

# of Institutions

964

Shares Held

227M

Call Options Held

Put Options Held

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
Sector ETFs
Industry ETFs

More about SPEM

Track This Portfolio

Portfolio Update

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

News

Stay updated on National Wealth Management Group, LLC with notifications on news.

Account

National Wealth Management Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History