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

Private Wealth Group, LLC

  • $185 Million
  • Q2 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 11,352 shares of SPEM stock, worth $496,990. This represents 0.26% of its overall portfolio holdings.

Number of Shares
11,352
Previous 10,382 9.34%
Holding current value
$496,990
Previous $409,000 18.58%
% of portfolio
0.26%
Previous 0.25%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
933
Shares Held
213M
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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