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 36,566 shares of SPEM stock, worth $1.48 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
36,566
Previous 36,253 0.86%
Holding current value
$1.48 Million
Previous $1.31 Billion 4.99%
% of portfolio
0.63%
Previous 0.62%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

Others Institutions Holding SPEM

About SPDR SER TR FDS SPDR PORTFOLIO


  • Ticker SPEM
  • Sector ETFs
  • Industry ETFs
More about SPEM
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