Sheets Smith Wealth Management Spdr Ser Tr Fds Spdr Portfolio Transaction History

Sheets Smith Wealth Management

  • $828 Million
  • Q2 2024

A detailed history of Sheets Smith Wealth Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Sheets Smith Wealth Management holds 17,281 shares of SPEM stock, worth $657,369. This represents 0.08% of its overall portfolio holdings.

Number of Shares
17,281
Previous 13,098 31.94%
Holding current value
$657,369
Previous $474,000 37.13%
% of portfolio
0.08%
Previous 0.05%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
BUY
$35.3 - $38.79 $147,659 - $162,258
4,183 Added 31.94%
17,281 $650,000
Q1 2024

May 08, 2024
BUY
$33.69 - $36.47 $11,690 - $12,655
347 Added 2.72%
13,098 $474,000
Q4 2023

Feb 06, 2024
BUY
$32.26 - $35.46 $51,712 - $56,842
1,603 Added 14.38%
12,751 $451,000
Q3 2023

Oct 23, 2023
BUY
$33.36 - $36.37 $266 - $290
8 Added 0.07%
11,148 $374,000
Q2 2023

Aug 09, 2023
BUY
$33.2 - $35.75 $81,273 - $87,516
2,448 Added 28.16%
11,140 $382,000
Q1 2023

May 26, 2023
BUY
$32.49 - $36.44 $281,298 - $315,497
8,658 Added 25464.71%
8,692 $296,000
Q1 2023

May 12, 2023
SELL
$32.49 - $36.44 $270,381 - $303,253
-8,322 Reduced 99.59%
34 $1,000
Q4 2022

Mar 08, 2023
BUY
$30.26 - $34.51 $7,686 - $8,765
254 Added 3.14%
8,356 $275,000
Q3 2022

Nov 01, 2022
BUY
N/A
1,154 Added 16.61%
8,102 $251,000
Q2 2022

Jul 27, 2022
SELL
N/A
-7,552 Reduced 52.08%
6,948 $242,000
Q1 2022

May 02, 2022
SELL
N/A
-1,094 Reduced 7.02%
14,500 $560,000
Q4 2021

Jan 20, 2022
BUY
N/A
1,268 Added 8.85%
15,594 $647,000
Q3 2021

Oct 15, 2021
BUY
N/A
78 Added 0.55%
14,326 $609,000
Q2 2021

Aug 03, 2021
BUY
N/A
236 Added 1.68%
14,248 $648,000
Q1 2021

Apr 23, 2021
BUY
N/A
329 Added 2.4%
14,012 $613,000
Q4 2020

Jan 13, 2021
BUY
N/A
148 Added 1.09%
13,683 $577,000
Q3 2020

Oct 26, 2020
SELL
N/A
-445 Reduced 3.18%
13,535 $495,000
Q2 2020

Jul 17, 2020
SELL
N/A
-52,605 Reduced 79.0%
13,980 $468,000
Q1 2020

Apr 28, 2020
BUY
N/A
58,218 Added 695.8%
66,585 $1.9 Million
Q4 2019

Jan 24, 2020
SELL
N/A
-12,804 Reduced 60.48%
8,367 $315,000
Q3 2019

Oct 28, 2019
BUY
N/A
3,660 Added 20.9%
21,171 $726,000
Q2 2019

Jul 12, 2019
BUY
N/A
2,591 Added 17.37%
17,511 $627,000
Q1 2019

May 13, 2019
BUY
N/A
14,920 New
14,920 $534,000
Q4 2018

Jan 11, 2019
SELL
N/A
-13,286 Closed
0 $0
Q3 2018

Oct 15, 2018
SELL
N/A
-544 Reduced 3.93%
13,286 $463,000
Q2 2018

Jul 26, 2018
BUY
N/A
13,830 New
13,830 $489,000

Others Institutions Holding SPEM

# of Institutions
767
Shares Held
194M
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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