A detailed history of Western Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Western Wealth Management, LLC holds 70,516 shares of SPEM stock, worth $2.71 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
70,516
Previous 78,340 9.99%
Holding current value
$2.71 Million
Previous $2.77 Million 8.04%
% of portfolio
0.2%
Previous 0.2%

Shares

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

May 02, 2024

SELL
$33.69 - $36.47 $263,590 - $285,341
-7,824 Reduced 9.99%
70,516 $2.55 Million
Q4 2023

Jan 31, 2024

BUY
$32.26 - $35.46 $841,727 - $925,222
26,092 Added 49.94%
78,340 $2.77 Million
Q3 2023

Nov 07, 2023

SELL
$33.36 - $36.37 $2.31 Million - $2.52 Million
-69,249 Reduced 57.0%
52,248 $1.75 Million
Q2 2023

Aug 30, 2023

BUY
$33.2 - $35.75 $65,138 - $70,141
1,962 Added 1.64%
121,497 $4.18 Million
Q1 2023

Aug 30, 2023

BUY
$32.49 - $36.44 $2.85 Million - $3.19 Million
87,570 Added 273.96%
119,535 $4.08 Million
Q4 2022

Feb 02, 2023

SELL
$30.26 - $34.51 $784,581 - $894,775
-25,928 Reduced 44.79%
31,965 $1.05 Million
Q3 2022

Nov 04, 2022

BUY
N/A
1,834 Added 3.27%
57,893 $1.79 Million
Q2 2022

Jul 18, 2022

SELL
N/A
-3,722 Reduced 6.23%
56,059 $1.95 Million
Q1 2022

May 10, 2022

BUY
N/A
31,740 Added 113.19%
59,781 $2.31 Million
Q4 2021

Feb 14, 2022

BUY
N/A
7,308 Added 35.25%
28,041 $1.16 Million
Q2 2021

Aug 09, 2021

BUY
N/A
2,406 Added 13.13%
20,733 $942,000
Q1 2021

May 14, 2021

BUY
N/A
1,687 Added 10.14%
18,327 $802,000
Q4 2020

Feb 10, 2021

BUY
N/A
4,787 Added 40.39%
16,640 $702,000
Q3 2020

Oct 27, 2020

BUY
N/A
129 Added 1.1%
11,853 $433,000
Q2 2020

Jul 20, 2020

BUY
N/A
2,447 Added 26.38%
11,724 $392,000
Q1 2020

Apr 27, 2020

SELL
N/A
-5,849 Reduced 38.67%
9,277 $265,000
Q4 2019

Feb 10, 2020

BUY
N/A
5,210 Added 52.54%
15,126 $543,000
Q3 2019

Nov 08, 2019

SELL
N/A
-7,293 Reduced 42.38%
9,916 $340,000
Q2 2019

Aug 06, 2019

BUY
N/A
7,452 Added 76.38%
17,209 $599,000
Q1 2019

May 10, 2019

BUY
N/A
668 Added 7.35%
9,757 $350,000
Q4 2018

Feb 15, 2019

BUY
N/A
9,089 New
9,089 $294,000

Others Institutions Holding SPEM

About SPDR SER TR FDS SPDR PORTFOLIO


  • Ticker SPEM
  • Sector ETFs
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