Stonehaven Wealth & Tax Solutions, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Stonehaven Wealth & Tax Solutions, LLC

  • $94.7 Billion
  • Q1 2025

A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 90,322 shares of SPEM stock, worth $3.56 Million. This represents 3.76% of its overall portfolio holdings.

Number of Shares
90,322
Previous 73,789 22.41%
Holding current value
$3.56 Million
Previous $2.83 Billion 25.6%
% of portfolio
3.76%
Previous 3.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$37.07 - $40.63 $612,878 - $671,735
16,533 Added 22.41%
90,322 $3.56 Billion
Q4 2024

Feb 13, 2025
BUY
$38.37 - $42.82 $2.83 Million - $3.16 Million
73,789 New
73,789 $2.83 Billion

Others Institutions Holding SPEM

# of Institutions
906
Shares Held
207M
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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