West Wealth Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

West Wealth Group, LLC

  • $332 Million
  • Q4 2024

A detailed history of West Wealth Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, West Wealth Group, LLC holds 90,621 shares of SPEM stock, worth $3.51 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares
90,621
Previous 80,828 12.12%
Holding current value
$3.51 Million
Previous $3.34 Million 4.23%
% of portfolio
1.05%
Previous 1.09%

Shares

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

Jan 22, 2025
BUY
$38.37 - $42.82 $375,757 - $419,336
9,793 Added 12.12%
90,621 $3.48 Million
Q3 2024

Oct 23, 2024
SELL
$36.02 - $41.68 $1.89 Million - $2.19 Million
-52,544 Reduced 39.4%
80,828 $3.34 Million
Q2 2024

Aug 01, 2024
BUY
$35.3 - $38.79 $2.76 Million - $3.03 Million
78,184 Added 141.67%
133,372 $5.02 Million
Q1 2024

May 08, 2024
BUY
$33.69 - $36.47 $1.86 Million - $2.01 Million
55,188 New
55,188 $2 Million

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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