Higgins & Schmidt Wealth Strategies LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Higgins & Schmidt Wealth Strategies LLC

  • $160 Billion
  • Q4 2024

A detailed history of Higgins & Schmidt Wealth Strategies LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Higgins & Schmidt Wealth Strategies LLC holds 60,325 shares of SPEM stock, worth $2.38 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares
60,325
Previous 143,528 57.97%
Holding current value
$2.38 Million
Previous $5.92 Billion 60.93%
% of portfolio
1.44%
Previous 3.82%

Shares

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

Mar 25, 2025
SELL
$38.37 - $42.82 $3.19 Million - $3.56 Million
-83,203 Reduced 57.97%
60,325 $2.31 Billion
Q3 2024

Mar 25, 2025
BUY
$36.02 - $41.68 $282,324 - $326,687
7,838 Added 5.78%
143,528 $5.92 Billion
Q2 2024

Mar 25, 2025
BUY
$35.3 - $38.79 $10,060 - $11,055
285 Added 0.21%
135,690 $5.11 Billion
Q1 2024

Mar 25, 2025
BUY
$33.69 - $36.47 $182,128 - $197,156
5,406 Added 4.16%
135,405 $4.9 Billion
Q4 2023

Mar 25, 2025
BUY
$32.26 - $35.46 $4.19 Million - $4.61 Million
129,999 New
129,999 $4.6 Billion

Others Institutions Holding SPEM

# of Institutions
878
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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