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

Portside Wealth Group, LLC

  • $613 Billion
  • Q1 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 126,356 shares of SPEM stock, worth $4.98 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
126,356
Previous 101,122 24.95%
Holding current value
$4.98 Million
Previous $3.88 Billion 28.21%
% of portfolio
0.81%
Previous 0.64%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
886
Shares Held
211M
Call Options Held
0
Put Options Held
0
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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