Upper Left Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Upper Left Wealth Management, LLC

  • $109 Million
  • Q2 2024

A detailed history of Upper Left Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 22,419 shares of SPEM stock, worth $934,199. This represents 0.78% of its overall portfolio holdings.

Number of Shares
22,419
Previous 20,391 9.95%
Holding current value
$934,199
Previous $737,000 14.52%
% of portfolio
0.78%
Previous 0.7%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
BUY
$35.3 - $38.79 $71,588 - $78,666
2,028 Added 9.95%
22,419 $844,000
Q1 2024

Apr 23, 2024
SELL
$33.69 - $36.47 $55,689 - $60,284
-1,653 Reduced 7.5%
20,391 $737,000
Q4 2023

Jan 23, 2024
BUY
$32.26 - $35.46 $103,586 - $113,862
3,211 Added 17.05%
22,044 $780,000
Q3 2023

Oct 25, 2023
SELL
$33.36 - $36.37 $16,780 - $18,294
-503 Reduced 2.6%
18,833 $632,000
Q2 2023

Jul 25, 2023
SELL
$33.2 - $35.75 $3,021 - $3,253
-91 Reduced 0.47%
19,336 $664,000
Q1 2023

Apr 25, 2023
SELL
$32.49 - $36.44 $67,286 - $75,467
-2,071 Reduced 9.63%
19,427 $663,000
Q4 2022

Jan 17, 2023
BUY
$30.18 - $34.51 $648,809 - $741,895
21,498 New
21,498 $0
Q1 2022

Apr 18, 2022
SELL
$35.69 - $43.02 $766,728 - $924,198
-21,483 Closed
0 $0
Q4 2021

Feb 15, 2022
BUY
$40.07 - $44.51 $860,823 - $956,208
21,483 New
21,483 $902,000

Others Institutions Holding SPEM

# of Institutions
767
Shares Held
194M
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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