Fonville Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Fonville Wealth Management LLC

$289 Billion
Q3 2024

A detailed history of Fonville Wealth Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Fonville Wealth Management LLC holds 109,597 shares of SPEM stock, worth $4.25 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares

109,597

Previous 95,995 14.17%

Holding current value

$4.25 Million

Previous $3.62 Billion 25.11%

% of portfolio

1.56%

Previous 1.43%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$36.02 - $41.68 $489,944 - $566,931	13,602 Added 14.17%	109,597 $4.52 Billion
Q2 2024 Jul 30, 2024	BUY	$35.3 - $38.79 $458,017 - $503,300	12,975 Added 15.63%	95,995 $3.62 Billion
Q1 2024 Apr 26, 2024	BUY	$33.69 - $36.47 $469,874 - $508,647	13,947 Added 20.19%	83,020 $3 Billion
Q4 2023 Jan 31, 2024	BUY	$32.26 - $35.46 $2.23 Million - $2.45 Million	69,073 New	69,073 $2.45 Billion

Others Institutions Holding SPEM

# of Institutions

813

Shares Held

195M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
Sector ETFs
Industry ETFs

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Fonville Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History