Org Wealth Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Org Wealth Partners, LLC

  • $270 Million
  • Q4 2025

A detailed history of Org Wealth Partners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Org Wealth Partners, LLC holds 8,870 shares of SPEM stock, worth $420,881. This represents 0.16% of its overall portfolio holdings.

Number of Shares
8,870
Previous 8,986 1.29%
Holding current value
$420,881
Previous $420,000 -0.0%
% of portfolio
0.16%
Previous 0.16%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
SELL
$45.45 - $48.31 $5,272 - $5,603
-116 Reduced 1.29%
8,870 $420,000
Q3 2025

Oct 24, 2025
BUY
$42.67 - $46.91 $43,395 - $47,707
1,017 Added 12.76%
8,986 $420,000
Q2 2025

Jul 16, 2025
SELL
$34.72 - $42.74 $5,069 - $6,240
-146 Reduced 1.8%
7,969 $340,000
Q1 2025

Apr 21, 2025
BUY
$37.07 - $40.63 $13,715 - $15,033
370 Added 4.78%
8,115 $319,000
Q4 2024

Jan 10, 2025
BUY
$38.37 - $42.82 $64,653 - $72,151
1,685 Added 27.81%
7,745 $297,000
Q3 2024

Oct 11, 2024
BUY
$36.02 - $41.68 $218,281 - $252,580
6,060 New
6,060 $250 Million

Others Institutions Holding SPEM

# of Institutions
986
Shares Held
241M
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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