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

Sky Oak Wealth, LLC

  • $445 Million
  • Q3 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 8,115 shares of SPEM stock, worth $318,919. This represents 0.08% of its overall portfolio holdings.

Number of Shares
8,115
Previous 7,503 8.16%
Holding current value
$318,919
Previous $282,000 18.44%
% of portfolio
0.08%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$36.02 - $41.68 $22,044 - $25,508
612 Added 8.16%
8,115 $334,000
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
$25.76 - $38.65 $1.31 Million - $1.96 Million
-50,713 Closed
0 $0
Q4 2019

Feb 04, 2020
BUY
$33.84 - $38.03 $1.72 Million - $1.93 Million
50,713 New
50,713 $1.91 Million

Others Institutions Holding SPEM

# of Institutions
813
Shares Held
195M
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 Sky Oak Wealth, LLC Portfolio

Follow Sky Oak Wealth, 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 Sky Oak Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sky Oak Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email