Tempus Wealth Planning, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Tempus Wealth Planning, LLC

$297 Million
Q4 2024

A detailed history of Tempus Wealth Planning, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 15,071 shares of SPEM stock, worth $594,550. This represents 0.19% of its overall portfolio holdings.

Number of Shares

15,071

Previous 7,232 108.39%

Holding current value

$594,550

Previous $298,000 93.96%

% of portfolio

0.19%

Previous 0.12%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$38.37 - $42.82 $300,782 - $335,665	7,839 Added 108.39%	15,071 $578,000
Q3 2024 Oct 22, 2024	BUY	$36.02 - $41.68 $260,496 - $301,429	7,232 New	7,232 $298,000
Q3 2023 Oct 31, 2023	SELL	$33.36 - $36.37 $4,236 - $4,618	-127 Reduced 0.22%	57,852 $1.94 Million
Q2 2023 Jul 21, 2023	BUY	$33.2 - $35.75 $23,538 - $25,346	709 Added 1.24%	57,979 $1.99 Million
Q1 2023 May 08, 2023	BUY	$32.49 - $36.44 $43,114 - $48,355	1,327 Added 2.37%	57,270 $1.95 Million
Q4 2022 Feb 09, 2023	SELL	$30.18 - $34.51 $29,998 - $34,302	-994 Reduced 1.75%	55,943 $1.84 Million
Q3 2022 Nov 14, 2022	BUY	$31.04 - $35.55 $157,559 - $180,451	5,076 Added 9.79%	56,937 $1.77 Million
Q2 2022 Aug 05, 2022	SELL	$33.85 - $40.03 $116,274 - $137,503	-3,435 Reduced 6.21%	51,861 $1.8 Million
Q1 2022 May 06, 2022	SELL	$35.69 - $43.02 $3,176 - $3,828	-89 Reduced 0.16%	55,296 $2.14 Million
Q4 2021 Feb 02, 2022	SELL	$40.07 - $44.51 $52,091 - $57,863	-1,300 Reduced 2.29%	55,385 $2.3 Million
Q3 2021 Nov 09, 2021	BUY	$41.44 - $45.27 $1.75 Million - $1.92 Million	42,309 Added 294.3%	56,685 $2.41 Million
Q2 2021 Aug 12, 2021	BUY	$42.87 - $46.35 $26,708 - $28,876	623 Added 4.53%	14,376 $654,000
Q1 2021 Apr 29, 2021	BUY	$42.41 - $47.37 $583,264 - $651,479	13,753 New	13,753 $602,000
Q1 2020 May 13, 2020	SELL	$25.76 - $38.65 $2.5 Million - $3.76 Million	-97,209 Closed	0 $0
Q4 2019 Mar 16, 2020	BUY	$33.84 - $38.03 $3.29 Million - $3.7 Million	97,209 New	97,209 $3.65 Million

Others Institutions Holding SPEM

# of Institutions

880

Shares Held

206M

Call Options Held

Put Options Held

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
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Tempus Wealth Planning, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History