Simplicity Wealth,Llc Spdr Ser Tr Fds Spdr Portfolio Transaction History

Simplicity Wealth,Llc

  • $1.2 Billion
  • Q1 2025

A detailed history of Simplicity Wealth,Llc transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Simplicity Wealth,Llc holds 7,192 shares of SPEM stock, worth $294,008. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,192
Previous 36,095 80.07%
Holding current value
$294,008
Previous $1.38 Million 79.55%
% of portfolio
0.02%
Previous 0.3%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
SELL
$37.07 - $40.63 $1.07 Million - $1.17 Million
-28,903 Reduced 80.07%
7,192 $283,000
Q4 2024

Feb 07, 2025
SELL
$38.37 - $42.82 $750,709 - $837,773
-19,565 Reduced 35.15%
36,095 $1.38 Million
Q3 2024

Oct 09, 2024
BUY
$36.02 - $41.68 $4,682 - $5,418
130 Added 0.23%
55,660 $2.3 Million
Q2 2024

Jul 10, 2024
BUY
$35.3 - $38.79 $894,854 - $983,326
25,350 Added 84.0%
55,530 $2.09 Million
Q1 2024

Apr 24, 2024
BUY
$33.69 - $36.47 $670,262 - $725,570
19,895 Added 193.44%
30,180 $1.09 Million
Q4 2023

Jan 29, 2024
BUY
$32.26 - $35.46 $331,794 - $364,706
10,285 New
10,285 $364,000
Q2 2023

Jul 26, 2023
BUY
$33.2 - $35.75 $196,278 - $211,354
5,912 New
5,912 $203,000
Q3 2022

Oct 12, 2022
SELL
$31.04 - $35.55 $39,793 - $45,575
-1,282 Reduced 3.42%
36,237 $1.13 Million
Q2 2022

Jul 19, 2022
SELL
$33.85 - $40.03 $554,767 - $656,051
-16,389 Reduced 30.4%
37,519 $1.31 Million
Q1 2022

May 20, 2022
SELL
$35.69 - $43.02 $2.32 Million - $2.79 Million
-64,951 Reduced 54.65%
53,908 $2.08 Million
Q4 2021

Feb 25, 2022
BUY
$40.07 - $44.51 $4.76 Million - $5.29 Million
118,859 New
118,859 $4.93 Million

Others Institutions Holding SPEM

# of Institutions
910
Shares Held
207M
Call Options Held
0
Put Options Held
60
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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