Spire Wealth Management Spdr Ser Tr Fds Spdr Portfolio Transaction History

Spire Wealth Management

$3.13 Billion
Q4 2024

A detailed history of Spire Wealth Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Spire Wealth Management holds 2,341 shares of SPEM stock, worth $91,392. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,341

Previous 2,341 -0.0%

Holding current value

$91,392

Previous $96,000 7.29%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$36.02 - $41.68 $17,397 - $20,131	-483 Reduced 17.1%	2,341 $96,000
Q2 2024 Jul 31, 2024	SELL	$35.3 - $38.79 $14,931 - $16,408	-423 Reduced 13.03%	2,824 $106,000
Q1 2024 Apr 24, 2024	BUY	$33.69 - $36.47 $14,992 - $16,229	445 Added 15.88%	3,247 $117,000
Q4 2023 Feb 06, 2024	SELL	$32.26 - $35.46 $26,517 - $29,148	-822 Reduced 22.68%	2,802 $99,000
Q3 2023 Nov 08, 2023	BUY	$33.36 - $36.37 $6,571 - $7,164	197 Added 5.75%	3,624 $121,000
Q2 2023 Aug 09, 2023	BUY	$33.2 - $35.75 $99 - $107	3 Added 0.09%	3,427 $117,000
Q1 2023 May 09, 2023	BUY	$32.49 - $36.44 $5,718 - $6,413	176 Added 5.42%	3,424 $116,000
Q4 2022 Feb 03, 2023	BUY	$30.18 - $34.51 $75,872 - $86,758	2,514 Added 342.51%	3,248 $107,000
Q3 2022 Nov 07, 2022	SELL	$31.04 - $35.55 $176,183 - $201,781	-5,676 Reduced 88.55%	734 $23,000
Q2 2022 Jul 22, 2022	SELL	$33.85 - $40.03 $175,139 - $207,115	-5,174 Reduced 44.67%	6,410 $223,000
Q1 2022 Apr 18, 2022	SELL	$35.69 - $43.02 $3,890 - $4,689	-109 Reduced 0.93%	11,584 $448,000
Q4 2021 Jan 14, 2022	SELL	$40.07 - $44.51 $4,047 - $4,495	-101 Reduced 0.86%	11,693 $485,000
Q3 2021 Oct 22, 2021	SELL	$41.44 - $45.27 $43,221 - $47,216	-1,043 Reduced 8.12%	11,794 $502,000
Q2 2021 Jul 26, 2021	SELL	$42.87 - $46.35 $91,098 - $98,493	-2,125 Reduced 14.2%	12,837 $584,000
Q1 2021 May 21, 2021	BUY	$42.41 - $47.37 $634,538 - $708,749	14,962 New	14,962 $236,000

Others Institutions Holding SPEM

# of Institutions

841

Shares Held

199M

Call Options Held

Put Options Held

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
Sector ETFs
Industry ETFs

More about SPEM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.

Account

Spire Wealth Management Spdr Ser Tr Fds Spdr Portfolio Transaction History