Schwallier Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Schwallier Wealth Management LLC

  • $164 Billion
  • Q2 2025

A detailed history of Schwallier Wealth Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 87,300 shares of SPEM stock, worth $4.11 Million. This represents 2.28% of its overall portfolio holdings.

Number of Shares
87,300
Previous 68,009 28.37%
Holding current value
$4.11 Million
Previous $2.68 Billion 39.35%
% of portfolio
2.28%
Previous 1.98%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$34.72 - $42.74 $669,783 - $824,497
19,291 Added 28.37%
87,300 $3.73 Billion
Q1 2025

Aug 14, 2025
BUY
$37.07 - $40.63 $2.52 Million - $2.76 Million
68,009 New
68,009 $2.68 Billion

Others Institutions Holding SPEM

# of Institutions
962
Shares Held
226M
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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