Heritage Family Offices, LLP Spdr Ser Tr Fds Spdr Portfolio Transaction History

Heritage Family Offices, LLP

$215 Billion
Q3 2025

A detailed history of Heritage Family Offices, LLP transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Heritage Family Offices, LLP holds 374,603 shares of SPEM stock, worth $17.8 Million. This represents 8.16% of its overall portfolio holdings.

Number of Shares

374,603

Previous 404,596 7.41%

Holding current value

$17.8 Million

Previous $16 Billion 9.86%

% of portfolio

8.16%

Previous 8.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	SELL	$42.67 - $46.91 $1.28 Million - $1.41 Million	-29,993 Reduced 7.41%	374,603 $17.5 Billion
Q2 2025 Jul 09, 2025	BUY	$34.72 - $42.74 $4,999 - $6,154	144 Added 0.04%	404,596 $16 Billion
Q1 2025 Apr 10, 2025	SELL	$37.07 - $40.63 $1.57 Million - $1.72 Million	-42,439 Reduced 9.5%	404,452 $15.9 Billion
Q4 2024 Jan 14, 2025	BUY	$38.37 - $42.82 $48,000 - $53,567	1,251 Added 0.28%	446,891 $17.1 Billion
Q3 2024 Oct 16, 2024	BUY	$36.02 - $41.68 $111,517 - $129,041	3,096 Added 0.7%	445,640 $18.4 Billion

Q2 2024 Aug 01, 2024	BUY	$35.3 - $38.79 $15.6 Million - $17.2 Million	442,544 New	442,544 $16.7 Billion

Others Institutions Holding SPEM

# of Institutions

986

Shares Held

241M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
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Heritage Family Offices, LLP Spdr Ser Tr Fds Spdr Portfolio Transaction History