Peninsula Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Peninsula Wealth, LLC

  • $581 Million
  • Q4 2024

A detailed history of Peninsula Wealth, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Peninsula Wealth, LLC holds 35,674 shares of SPEM stock, worth $1.53 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
35,674
Previous 24,896 43.29%
Holding current value
$1.53 Million
Previous $1.03 Million 33.2%
% of portfolio
0.24%
Previous 0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$38.37 - $42.82 $413,551 - $461,513
10,778 Added 43.29%
35,674 $1.37 Million
Q3 2024

Nov 14, 2024
BUY
$36.02 - $41.68 $896,753 - $1.04 Million
24,896 New
24,896 $1.03 Million
Q1 2024

May 08, 2024
BUY
$33.69 - $36.47 $3.31 Million - $3.59 Million
98,347 New
98,347 $3.56 Million

Others Institutions Holding SPEM

# of Institutions
913
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
Track This Portfolio

Track Peninsula Wealth, LLC Portfolio

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

News

Stay updated on Peninsula Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email