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

West Wealth Group, LLC

$394 Million
Q3 2025

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 470,570 shares of SPEM stock, worth $22.3 Million. This represents 5.59% of its overall portfolio holdings.

Number of Shares

470,570

Previous 358,412 31.29%

Holding current value

$22.3 Million

Previous $15.3 Million 43.8%

% of portfolio

5.59%

Previous 4.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$42.67 - $46.91 $4.79 Million - $5.26 Million	112,158 Added 31.29%	470,570 $22 Million
Q2 2025 Aug 13, 2025	BUY	$34.72 - $42.74 $4.67 Million - $5.75 Million	134,500 Added 60.07%	358,412 $15.3 Million
Q1 2025 May 05, 2025	BUY	$37.07 - $40.63 $4.94 Million - $5.42 Million	133,291 Added 147.09%	223,912 $8.82 Million
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

988

Shares Held

241M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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