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

Sky Oak Wealth, LLC

$494 Million
Q2 2025

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 9,641 shares of SPEM stock, worth $454,187. This represents 0.08% of its overall portfolio holdings.

Number of Shares

9,641

Previous 9,087 6.1%

Holding current value

$454,187

Previous $357,000 15.41%

% of portfolio

0.08%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$34.72 - $42.74 $19,234 - $23,677	554 Added 6.1%	9,641 $412,000
Q1 2025 May 01, 2025	SELL	$37.07 - $40.63 $10,231 - $11,213	-276 Reduced 2.95%	9,087 $357,000
Q4 2024 Jan 24, 2025	BUY	$38.37 - $42.82 $47,885 - $53,439	1,248 Added 15.38%	9,363 $359,000
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

963

Shares Held

226M

Call Options Held

Put Options Held

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
Sector ETFs
Industry ETFs

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