Portside Wealth Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Portside Wealth Group, LLC

$726 Billion
Q3 2025

A detailed history of Portside Wealth Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Portside Wealth Group, LLC holds 218,943 shares of SPEM stock, worth $10.4 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares

218,943

Previous 210,942 3.79%

Holding current value

$10.4 Million

Previous $9.02 Billion 13.68%

% of portfolio

1.41%

Previous 1.34%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$42.67 - $46.91 $341,402 - $375,326	8,001 Added 3.79%	218,943 $10.2 Billion
Q2 2025 Aug 11, 2025	BUY	$34.72 - $42.74 $2.94 Million - $3.62 Million	84,586 Added 66.94%	210,942 $9.02 Billion
Q1 2025 Apr 14, 2025	BUY	$37.07 - $40.63 $935,424 - $1.03 Million	25,234 Added 24.95%	126,356 $4.97 Billion
Q1 2025 Apr 10, 2025	BUY	$37.07 - $40.63 $130,301 - $142,814	3,515 Added 3.59%	101,444 $3.89 Billion
Q4 2024 Apr 14, 2025	SELL	$38.37 - $42.82 $12,355 - $13,788	-322 Reduced 0.32%	101,122 $3.88 Billion

Q4 2024 Jan 15, 2025	SELL	$38.37 - $42.82 $58,245 - $65,000	-1,518 Reduced 1.53%	97,929 $4.04 Billion
Q3 2024 Oct 31, 2024	BUY	$36.02 - $41.68 $306,530 - $354,696	8,510 Added 9.36%	99,447 $4.11 Billion
Q2 2024 Jul 18, 2024	BUY	$35.3 - $38.79 $224,860 - $247,092	6,370 Added 7.53%	90,937 $3.43 Billion
Q1 2024 Apr 17, 2024	BUY	$33.69 - $36.47 $241,759 - $261,708	7,176 Added 9.27%	84,567 $3.06 Billion
Q4 2023 Jan 16, 2024	SELL	$32.26 - $35.46 $415,379 - $456,582	-12,876 Reduced 14.26%	77,391 $2.74 Billion
Q3 2023 Oct 27, 2023	BUY	$33.36 - $36.37 $126,434 - $137,842	3,790 Added 4.38%	90,267 $3.03 Billion
Q2 2023 Sep 01, 2023	SELL	$33.2 - $35.75 $149 Million - $161 Million	-4,499,401 Reduced 98.11%	86,477 $2.97 Billion
Q2 2023 Aug 01, 2023	BUY	$33.2 - $35.75 $152 Million - $164 Million	4,585,878 New	4,585,878 $158 Million

Others Institutions Holding SPEM

# of Institutions

988

Shares Held

238M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
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Portside Wealth Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History