Stone Point Wealth LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Stone Point Wealth LLC

  • $318 Million
  • Q2 2025

A detailed history of Stone Point Wealth LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Stone Point Wealth LLC holds 5,209 shares of SPEM stock, worth $247,583. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,209
Previous 6,915 24.67%
Holding current value
$247,583
Previous $272,000 18.38%
% of portfolio
0.07%
Previous 0.09%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
SELL
$34.72 - $42.74 $59,232 - $72,914
-1,706 Reduced 24.67%
5,209 $222,000
Q1 2025

Apr 24, 2025
SELL
$37.07 - $40.63 $704 - $771
-19 Reduced 0.27%
6,915 $272,000
Q4 2024

Jan 28, 2025
SELL
$38.37 - $42.82 $23,712 - $26,462
-618 Reduced 8.18%
6,934 $266,000
Q3 2024

Oct 31, 2024
SELL
$36.02 - $41.68 $7,420 - $8,586
-206 Reduced 2.66%
7,552 $311,000
Q2 2024

Jul 30, 2024
SELL
$35.3 - $38.79 $12,037 - $13,227
-341 Reduced 4.21%
7,758 $292,000
Q1 2024

May 01, 2024
BUY
$33.69 - $36.47 $14,857 - $16,083
441 Added 5.76%
8,099 $293,000
Q4 2023

Jan 26, 2024
BUY
$32.26 - $35.46 $548 - $602
17 Added 0.22%
7,658 $271,000
Q3 2023

Oct 25, 2023
SELL
$33.36 - $36.37 $9,174 - $10,001
-275 Reduced 3.47%
7,641 $256,000
Q2 2023

Jul 25, 2023
SELL
$33.2 - $35.75 $16,135 - $17,374
-486 Reduced 5.78%
7,916 $272,000
Q1 2023

Apr 20, 2023
SELL
$32.49 - $36.44 $6,985 - $7,834
-215 Reduced 2.5%
8,402 $286,000
Q4 2022

Jan 20, 2023
SELL
$30.18 - $34.51 $22,091 - $25,261
-732 Reduced 7.83%
8,617 $0
Q3 2022

Nov 03, 2022
SELL
$31.04 - $35.55 $27,532 - $31,532
-887 Reduced 8.67%
9,349 $290,000
Q2 2022

Jul 19, 2022
SELL
$33.85 - $40.03 $87,434 - $103,397
-2,583 Reduced 20.15%
10,236 $356,000
Q1 2022

Apr 29, 2022
BUY
$35.69 - $43.02 $100,181 - $120,757
2,807 Added 28.04%
12,819 $504,000
Q4 2021

Feb 10, 2022
BUY
$40.07 - $44.51 $401,180 - $445,634
10,012 New
10,012 $417,000

Others Institutions Holding SPEM

# of Institutions
956
Shares Held
226M
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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