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

Dogwood Wealth Management LLC

  • $189 Billion
  • Q4 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 249 shares of SPEM stock, worth $9,823. This represents 0.01% of its overall portfolio holdings.

Number of Shares
249
Previous 1,334 81.33%
Holding current value
$9,823
Previous $50.2 Million 80.98%
% of portfolio
0.01%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Mar 04, 2025
SELL
$38.37 - $42.82 $41,631 - $46,459
-1,085 Reduced 81.33%
249 $9.55 Million
Q3 2024

Feb 28, 2025
SELL
$36.02 - $41.68 $89,761 - $103,866
-2,492 Reduced 65.44%
1,316 $54.3 Million
Q2 2024

Mar 04, 2025
BUY
$35.3 - $38.79 $635 - $698
18 Added 1.37%
1,334 $50.2 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
879
Shares Held
206M
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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