Wolff Financial Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Wolff Financial Management LLC

  • $343 Million
  • Q1 2024

A detailed history of Wolff Financial Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wolff Financial Management LLC holds 98,455 shares of SPEM stock, worth $3.71 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
98,455
Previous 93,649 5.13%
Holding current value
$3.71 Million
Previous $3.32 Million 7.45%
% of portfolio
1.04%
Previous 1.02%

Shares

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

Apr 24, 2024
BUY
$33.69 - $36.47 $161,914 - $175,274
4,806 Added 5.13%
98,455 $3.56 Million
Q4 2023

Jan 25, 2024
BUY
$32.26 - $35.46 $194,431 - $213,717
6,027 Added 6.88%
93,649 $3.32 Million
Q3 2023

Oct 30, 2023
BUY
$33.36 - $36.37 $129,270 - $140,933
3,875 Added 4.63%
87,622 $2.94 Million
Q2 2023

Jul 18, 2023
BUY
$33.2 - $35.75 $528,544 - $569,140
15,920 Added 23.47%
83,747 $2.88 Million
Q1 2023

May 01, 2023
BUY
$32.49 - $36.44 $760,883 - $853,388
23,419 Added 52.74%
67,827 $2.32 Million
Q4 2022

Feb 06, 2023
BUY
$30.26 - $34.51 $847,703 - $966,763
28,014 Added 170.88%
44,408 $1.46 Million
Q3 2022

Oct 31, 2022
BUY
N/A
3,042 Added 22.78%
16,394 $508,000
Q2 2022

Aug 05, 2022
BUY
N/A
2,625 Added 24.47%
13,352 $464,000
Q1 2022

May 03, 2022
BUY
N/A
211 Added 2.01%
10,727 $414,000
Q4 2021

Feb 08, 2022
BUY
N/A
2,533 Added 31.73%
10,516 $436,000
Q3 2021

Nov 12, 2021
BUY
N/A
7,983 New
7,983 $340,000

Others Institutions Holding SPEM

# of Institutions
743
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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