Sterling Wealth Management, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Sterling Wealth Management, Inc.

$271 Billion
Q4 2024

A detailed history of Sterling Wealth Management, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 9,219 shares of SPEM stock, worth $360,370. This represents 0.13% of its overall portfolio holdings.

Number of Shares

9,219

Previous 10,068 8.43%

Holding current value

$360,370

Previous $416 Million 14.89%

% of portfolio

0.13%

Previous 0.16%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$38.37 - $42.82 $32,576 - $36,354	-849 Reduced 8.43%	9,219 $354 Million
Q3 2024 Nov 14, 2024	SELL	$36.02 - $41.68 $89,833 - $103,949	-2,494 Reduced 19.85%	10,068 $416 Million
Q2 2024 Aug 14, 2024	SELL	$35.3 - $38.79 $18,320 - $20,132	-519 Reduced 3.97%	12,562 $473 Million
Q1 2024 May 15, 2024	SELL	$33.69 - $36.47 $41,573 - $45,003	-1,234 Reduced 8.62%	13,081 $473 Million
Q4 2023 Feb 14, 2024	BUY	$32.26 - $35.46 $461,801 - $507,609	14,315 New	14,315 $507 Million

Others Institutions Holding SPEM

# of Institutions

880

Shares Held

206M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
Sector ETFs
Industry ETFs

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Sterling Wealth Management, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History