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

Accurate Wealth Management, LLC

  • $663 Million
  • Q3 2025

A detailed history of Accurate Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 6,671 shares of SPEM stock, worth $316,538. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,671
Previous 7,006 4.78%
Holding current value
$316,538
Previous $299,000 4.35%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
$42.67 - $46.91 $14,294 - $15,714
-335 Reduced 4.78%
6,671 $312,000
Q2 2025

Jul 15, 2025
BUY
$34.72 - $42.74 $243,248 - $299,436
7,006 New
7,006 $299,000
Q4 2022

Jan 11, 2023
BUY
$30.18 - $34.51 $64,041 - $73,230
2,122 New
2,122 $0

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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