Shore Haven Wealth Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Shore Haven Wealth Partners, LLC

  • $220 Million
  • Q2 2025

A detailed history of Shore Haven Wealth Partners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 24,260 shares of SPEM stock, worth $1.14 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
24,260
Previous 23,099 5.03%
Holding current value
$1.14 Million
Previous $909,000 13.97%
% of portfolio
0.47%
Previous 0.47%

Shares

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

Jul 29, 2025
BUY
$34.72 - $42.74 $40,309 - $49,621
1,161 Added 5.03%
24,260 $1.04 Million
Q1 2025

May 06, 2025
BUY
$37.07 - $40.63 $856,279 - $938,512
23,099 New
23,099 $909,000
Q3 2023

Oct 24, 2023
BUY
$33.36 - $36.37 $1.89 Million - $2.07 Million
56,782 New
56,782 $1.91 Million

Others Institutions Holding SPEM

# of Institutions
963
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
Track This Portfolio

Track Shore Haven Wealth Partners, LLC Portfolio

Follow Shore Haven Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shore Haven Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shore Haven Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email