Heritage Family Offices, LLP Spdr Ser Tr Fds Spdr Portfolio Transaction History

Heritage Family Offices, LLP

  • $200 Billion
  • Q4 2024

A detailed history of Heritage Family Offices, LLP transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Heritage Family Offices, LLP holds 446,891 shares of SPEM stock, worth $17.9 Million. This represents 8.56% of its overall portfolio holdings.

Number of Shares
446,891
Previous 445,640 0.28%
Holding current value
$17.9 Million
Previous $18.4 Billion 6.79%
% of portfolio
8.56%
Previous 9.5%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$38.37 - $42.82 $48,000 - $53,567
1,251 Added 0.28%
446,891 $17.1 Billion
Q3 2024

Oct 16, 2024
BUY
$36.02 - $41.68 $111,517 - $129,041
3,096 Added 0.7%
445,640 $18.4 Billion
Q2 2024

Aug 01, 2024
BUY
$35.3 - $38.79 $15.6 Million - $17.2 Million
442,544 New
442,544 $16.7 Billion

Others Institutions Holding SPEM

# of Institutions
870
Shares Held
213M
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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