Sky Oak Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Sky Oak Wealth, LLC

  • $417 Million
  • Q1 2024

A detailed history of Sky Oak Wealth, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 7,503 shares of SPEM stock, worth $284,138. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,503
Previous 8,547 12.21%
Holding current value
$284,138
Previous $302,000 10.26%
% of portfolio
0.06%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
SELL
$33.69 - $36.47 $35,172 - $38,074
-1,044 Reduced 12.21%
7,503 $271,000
Q4 2023

Jan 12, 2024
BUY
$32.26 - $35.46 $70,294 - $77,267
2,179 Added 34.22%
8,547 $302,000
Q2 2023

Jul 20, 2023
BUY
$33.2 - $35.75 $211,417 - $227,656
6,368 New
6,368 $218,000
Q1 2020

May 04, 2020
SELL
N/A
-50,713 Closed
0 $0
Q4 2019

Feb 04, 2020
BUY
N/A
50,713 New
50,713 $1.91 Million

Others Institutions Holding SPEM

# of Institutions
743
Shares Held
185M
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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