Modern Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Modern Wealth Management, LLC

$5.05 Trillion
Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Modern Wealth Management, LLC holds 10,907 shares of SPEM stock, worth $517,537. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,907

Previous 10,796 1.03%

Holding current value

$517,537

Previous $461,000 110652.93%

% of portfolio

0.01%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$42.67 - $46.91 $4,736 - $5,207	111 Added 1.03%	10,907 $511 Million
Q2 2025 Aug 14, 2025	BUY	$34.72 - $42.74 $151,795 - $186,859	4,372 Added 68.06%	10,796 $461,000
Q1 2025 May 30, 2025	BUY	$37.07 - $40.63 $185 - $203	5 Added 0.08%	6,424 $252,000
Q1 2025 May 15, 2025	SELL	$37.07 - $40.63 $22,798 - $24,987	-615 Reduced 8.74%	6,419 $253 Million
Q4 2024 May 30, 2025	SELL	$38.37 - $42.82 $23,022 - $25,692	-600 Reduced 9.35%	5,819 $223,000

Q4 2024 Feb 11, 2025	BUY	$38.37 - $42.82 $51,876 - $57,892	1,352 Added 23.79%	7,034 $279 Million
Q3 2024 May 30, 2025	SELL	$36.02 - $41.68 $26,546 - $30,718	-737 Reduced 11.48%	5,682 $234,000
Q3 2024 Nov 05, 2024	BUY	$36.02 - $41.68 $204,665 - $236,825	5,682 New	5,682 $235 Million

Others Institutions Holding SPEM

# of Institutions

984

Shares Held

242M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
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Modern Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History