Spartan Planning & Wealth Management Spdr Ser Tr Fds Spdr Portfolio Transaction History

Spartan Planning & Wealth Management

  • $89.6 Million
  • Q4 2023

A detailed history of Spartan Planning & Wealth Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 108,336 shares of SPEM stock, worth $4.16 Million. This represents 4.28% of its overall portfolio holdings.

Number of Shares
108,336
Previous 38,901 178.49%
Holding current value
$4.16 Million
Previous $1.31 Million 193.95%
% of portfolio
4.28%
Previous 1.56%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Mar 12, 2024
BUY
$32.26 - $35.46 $2.24 Million - $2.46 Million
69,435 Added 178.49%
108,336 $3.84 Million
Q3 2023

Nov 17, 2023
BUY
$33.36 - $36.37 $70,756 - $77,140
2,121 Added 5.77%
38,901 $1.31 Million
Q4 2022

Feb 01, 2023
BUY
$30.26 - $34.51 $47,417 - $54,077
1,567 Added 4.45%
36,780 $1.21 Million
Q3 2022

Nov 01, 2022
BUY
N/A
3,910 Added 12.49%
35,213 $1.09 Million
Q2 2022

Aug 10, 2022
BUY
N/A
1,688 Added 5.7%
31,303 $1.09 Million
Q1 2022

May 16, 2022
BUY
N/A
29,615 New
29,615 $0

Others Institutions Holding SPEM

# of Institutions
742
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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