A detailed history of Partnership Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Partnership Wealth Management, LLC holds 50,089 shares of SPEM stock, worth $1.97 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares
50,089
Previous 7,096 605.88%
Holding current value
$1.97 Million
Previous $267 Million 673.48%
% of portfolio
1.46%
Previous 0.2%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

BUY
$36.02 - $41.68 $1.55 Million - $1.79 Million
42,993 Added 605.88%
50,089 $2.07 Billion
Q2 2024

Jul 03, 2024

SELL
$35.3 - $38.79 $2,047 - $2,249
-58 Reduced 0.81%
7,096 $267 Million
Q1 2024

Apr 10, 2024

BUY
$33.69 - $36.47 $20,988 - $22,720
623 Added 9.54%
7,154 $259 Million
Q4 2023

Feb 07, 2024

BUY
$32.26 - $35.46 $210,690 - $231,589
6,531 New
6,531 $223 Million

Others Institutions Holding SPEM

About SPDR SER TR FDS SPDR PORTFOLIO


  • Ticker SPEM
  • Sector ETFs
  • Industry ETFs
More about SPEM
Track This Portfolio

Track Partnership Wealth Management, LLC Portfolio

Follow Partnership 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 Partnership Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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