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

Private Wealth Group, LLC

$197 Million
Q3 2025

A detailed history of Private Wealth Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Private Wealth Group, LLC holds 13,872 shares of SPEM stock, worth $658,226. This represents 0.33% of its overall portfolio holdings.

Number of Shares

13,872

Previous 11,352 22.2%

Holding current value

$658,226

Previous $485,000 33.81%

% of portfolio

0.33%

Previous 0.26%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$42.67 - $46.91 $107,528 - $118,213	2,520 Added 22.2%	13,872 $649,000
Q2 2025 Jul 22, 2025	BUY	$34.72 - $42.74 $33,678 - $41,457	970 Added 9.34%	11,352 $485,000
Q1 2025 Apr 16, 2025	BUY	$37.07 - $40.63 $704 - $771	19 Added 0.18%	10,382 $409,000
Q4 2024 Jan 17, 2025	BUY	$38.37 - $42.82 $25,362 - $28,304	661 Added 6.81%	10,363 $397,000
Q3 2024 Oct 28, 2024	SELL	$36.02 - $41.68 $33,354 - $38,595	-926 Reduced 8.71%	9,702 $400,000
Q2 2024 Jul 24, 2024	BUY	$35.3 - $38.79 $5,330 - $5,857	151 Added 1.44%	10,628 $400,000
Q1 2024 Apr 25, 2024	BUY	$33.69 - $36.47 $352,970 - $382,096	10,477 New	10,477 $379,000
Q2 2022 Jul 13, 2022	SELL	$33.85 - $40.03 $205,537 - $243,062	-6,072 Closed	0 $0
Q1 2022 Apr 13, 2022	BUY	$35.69 - $43.02 $2,284 - $2,753	64 Added 1.07%	6,072 $235,000
Q4 2021 Jan 18, 2022	BUY	$40.07 - $44.51 $34,660 - $38,501	865 Added 16.82%	6,008 $249,000
Q3 2021 Oct 27, 2021	BUY	$41.44 - $45.27 $213,125 - $232,823	5,143 New	5,143 $219,000

Others Institutions Holding SPEM

# of Institutions

986

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