Iag Wealth Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Iag Wealth Partners, LLC

$544 Million
Q4 2024

A detailed history of Iag Wealth Partners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 40,842 shares of SPEM stock, worth $1.63 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

40,842

Previous 38,863 5.09%

Holding current value

$1.63 Million

Previous $1.6 Million 2.31%

% of portfolio

0.29%

Previous 0.3%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$38.37 - $42.82 $75,934 - $84,740	1,979 Added 5.09%	40,842 $1.57 Million
Q3 2024 Oct 29, 2024	BUY	$36.02 - $41.68 $183,089 - $211,859	5,083 Added 15.05%	38,863 $1.6 Million
Q2 2024 Jul 16, 2024	BUY	$35.3 - $38.79 $117,866 - $129,519	3,339 Added 10.97%	33,780 $1.27 Million
Q1 2024 Apr 24, 2024	BUY	$33.69 - $36.47 $165,316 - $178,958	4,907 Added 19.22%	30,441 $1.1 Million
Q4 2023 Feb 02, 2024	BUY	$32.26 - $35.46 $137,524 - $151,165	4,263 Added 20.04%	25,534 $904,000
Q3 2023 Oct 24, 2023	BUY	$33.36 - $36.37 $21,717 - $23,676	651 Added 3.16%	21,271 $714,000
Q2 2023 Aug 10, 2023	BUY	$33.2 - $35.75 $43,956 - $47,333	1,324 Added 6.86%	20,620 $708,000
Q1 2023 Apr 25, 2023	SELL	$32.49 - $36.44 $3,054 - $3,425	-94 Reduced 0.48%	19,296 $658,000
Q4 2022 Feb 08, 2023	BUY	$30.18 - $34.51 $89,362 - $102,184	2,961 Added 18.02%	19,390 $639,000
Q3 2022 Oct 26, 2022	SELL	$31.04 - $35.55 $76,917 - $88,092	-2,478 Reduced 13.11%	16,429 $510,000
Q2 2022 Aug 03, 2022	SELL	$33.85 - $40.03 $43,124 - $50,998	-1,274 Reduced 6.31%	18,907 $657,000
Q1 2022 May 04, 2022	BUY	$35.69 - $43.02 $37,795 - $45,558	1,059 Added 5.54%	20,181 $780,000
Q4 2021 Feb 14, 2022	BUY	$40.07 - $44.51 $110,472 - $122,714	2,757 Added 16.85%	19,122 $793,000
Q3 2021 Nov 04, 2021	BUY	$41.44 - $45.27 $678,165 - $740,843	16,365 New	16,365 $697,000
Q2 2020 Feb 11, 2021	SELL	$27.38 - $34.3 $12,101 - $15,160	-442 Closed	0 $0
Q1 2020 Feb 11, 2021	BUY	$25.76 - $38.65 $11,385 - $17,083	442 New	442 $13,000

Others Institutions Holding SPEM

# of Institutions

871

Shares Held

213M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
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Iag Wealth Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History