Towerpoint Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Towerpoint Wealth, LLC

  • $201 Million
  • Q4 2024

A detailed history of Towerpoint Wealth, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Towerpoint Wealth, LLC holds 12,637 shares of SPEM stock, worth $489,431. This represents 0.24% of its overall portfolio holdings.

Number of Shares
12,637
Previous 12,939 2.33%
Holding current value
$489,431
Previous $534,000 9.36%
% of portfolio
0.24%
Previous 0.26%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
SELL
$38.37 - $42.82 $11,587 - $12,931
-302 Reduced 2.33%
12,637 $484,000
Q3 2024

Oct 09, 2024
BUY
$36.02 - $41.68 $2,125 - $2,459
59 Added 0.46%
12,939 $534,000
Q2 2024

Jul 12, 2024
SELL
$35.3 - $38.79 $16,591 - $18,231
-470 Reduced 3.52%
12,880 $485,000
Q1 2024

Apr 15, 2024
SELL
$33.69 - $36.47 $34,869 - $37,746
-1,035 Reduced 7.19%
13,350 $483,000
Q4 2023

Jan 23, 2024
SELL
$32.26 - $35.46 $5,806 - $6,382
-180 Reduced 1.24%
14,385 $509,000
Q3 2023

Oct 10, 2023
SELL
$33.36 - $36.37 $38,197 - $41,643
-1,145 Reduced 7.29%
14,565 $488,000
Q2 2023

Jul 20, 2023
SELL
$33.2 - $35.75 $41,267 - $44,437
-1,243 Reduced 7.33%
15,710 $540,000
Q1 2023

May 15, 2023
BUY
$32.49 - $36.44 $3,898 - $4,372
120 Added 0.71%
16,953 $578,000
Q4 2022

Feb 10, 2023
BUY
$30.18 - $34.51 $508,019 - $580,906
16,833 New
16,833 $554,000
Q4 2019

Jan 15, 2020
SELL
$33.84 - $38.03 $2,741 - $3,080
-81 Closed
0 $0
Q3 2019

Nov 05, 2019
BUY
$34.28 - $35.36 $2,776 - $2,864
81 New
81 $3,000

Others Institutions Holding SPEM

# of Institutions
823
Shares Held
196M
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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