Beacon Bridge Wealth Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Beacon Bridge Wealth Partners, LLC

$233 Billion
Q3 2024

A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 37,701 shares of SPEM stock, worth $1.46 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

37,701

Previous 36,566 3.1%

Holding current value

$1.46 Million

Previous $1.38 Billion 12.98%

% of portfolio

0.67%

Previous 0.63%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$36.02 - $41.68 $40,882 - $47,306	1,135 Added 3.1%	37,701 $1.56 Billion
Q2 2024 Aug 02, 2024	BUY	$35.3 - $38.79 $11,048 - $12,141	313 Added 0.86%	36,566 $1.38 Billion
Q1 2024 May 03, 2024	SELL	$33.69 - $36.47 $293,338 - $317,544	-8,707 Reduced 19.37%	36,253 $1.31 Billion
Q4 2023 Feb 09, 2024	BUY	$32.26 - $35.46 $44,454 - $48,863	1,378 Added 3.16%	44,960 $1.59 Billion
Q3 2023 Nov 14, 2023	BUY	$33.36 - $36.37 $211,669 - $230,767	6,345 Added 17.04%	43,582 $1.46 Billion
Q2 2023 Aug 08, 2023	BUY	$33.2 - $35.75 $521,804 - $561,882	15,717 Added 73.03%	37,237 $1.28 Billion
Q1 2023 May 08, 2023	BUY	$32.49 - $36.44 $192,665 - $216,089	5,930 Added 38.04%	21,520 $734 Million
Q4 2022 Feb 10, 2023	BUY	$30.18 - $34.51 $470,506 - $538,010	15,590 New	15,590 $514 Million

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
Sector ETFs
Industry ETFs

More about SPEM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Bridge Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Bridge Wealth Partners, LLC with notifications on news.

Account

Beacon Bridge Wealth Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History