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

West Wealth Group, LLC

  • $306 Million
  • Q3 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 80,828 shares of SPEM stock, worth $3.18 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
80,828
Previous 133,372 39.4%
Holding current value
$3.18 Million
Previous $5.02 Million 33.6%
% of portfolio
1.09%
Previous 1.79%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
813
Shares Held
195M
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
Track This Portfolio

Track West Wealth Group, LLC Portfolio

Follow West Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of West Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email