Dogwood Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Dogwood Wealth Management LLC

  • $174 Billion
  • Q3 2024

A detailed history of Dogwood Wealth Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 1,316 shares of SPEM stock, worth $51,139. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,316
Previous 3,808 65.44%
Holding current value
$51,139
Previous $138 Million 60.58%
% of portfolio
0.03%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Feb 28, 2025
SELL
$36.02 - $41.68 $89,761 - $103,866
-2,492 Reduced 65.44%
1,316 $54.3 Million
Q1 2024

Feb 28, 2025
SELL
$33.69 - $36.47 $78,261 - $84,719
-2,323 Reduced 37.89%
3,808 $138 Million
Q4 2023

Feb 28, 2025
BUY
$32.26 - $35.46 $197,786 - $217,405
6,131 New
6,131 $217 Million

Others Institutions Holding SPEM

# of Institutions
874
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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