Svb Wealth LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Svb Wealth LLC

  • $2.41 Billion
  • Q1 2025

A detailed history of Svb Wealth LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Svb Wealth LLC holds 4,416 shares of SPEM stock, worth $180,526. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,416
Previous 6,313 30.05%
Holding current value
$180,526
Previous $242,000 28.51%
% of portfolio
0.01%
Previous 0.0%

Shares

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

May 14, 2025
SELL
$37.07 - $40.63 $70,321 - $77,075
-1,897 Reduced 30.05%
4,416 $173,000
Q4 2024

Feb 05, 2025
BUY
$38.37 - $42.82 $242,229 - $270,322
6,313 New
6,313 $242,000
Q4 2023

Jan 30, 2024
BUY
$32.26 - $35.46 $182,720 - $200,845
5,664 New
5,664 $200,000
Q4 2022

Feb 10, 2023
BUY
$30.18 - $34.51 $192,759 - $220,415
6,387 New
6,387 $210,000

Others Institutions Holding SPEM

# of Institutions
910
Shares Held
207M
Call Options Held
0
Put Options Held
60
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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