Values Added Financial LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Values Added Financial LLC

  • $128 Billion
  • Q1 2024

A detailed history of Values Added Financial LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Values Added Financial LLC holds 146,641 shares of SPEM stock, worth $5.63 Million. This represents 4.14% of its overall portfolio holdings.

Number of Shares
146,641
Previous 141,669 3.51%
Holding current value
$5.63 Million
Previous $5.02 Billion 5.79%
% of portfolio
4.14%
Previous 4.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024
BUY
$33.69 - $36.47 $167,506 - $181,328
4,972 Added 3.51%
146,641 $5.31 Billion
Q4 2023

Jan 18, 2024
SELL
$32.26 - $35.46 $47,873 - $52,622
-1,484 Reduced 1.04%
141,669 $5.02 Billion
Q3 2023

Oct 19, 2023
BUY
$33.36 - $36.37 $615,492 - $671,026
18,450 Added 14.8%
143,153 $4.81 Billion
Q2 2023

Jul 24, 2023
BUY
$33.2 - $35.75 $4.14 Million - $4.46 Million
124,703 New
124,703 $4.29 Billion

Others Institutions Holding SPEM

# of Institutions
744
Shares Held
185M
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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