Iht Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Iht Wealth Management, LLC

  • $2.99 Billion
  • Q4 2024

A detailed history of Iht Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Iht Wealth Management, LLC holds 130,603 shares of SPEM stock, worth $5.14 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
130,603
Previous 197,456 33.86%
Holding current value
$5.14 Million
Previous $8.15 Million 38.52%
% of portfolio
0.17%
Previous 0.24%

Shares

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

Feb 14, 2025
SELL
$38.37 - $42.82 $2.57 Million - $2.86 Million
-66,853 Reduced 33.86%
130,603 $5.01 Million
Q3 2024

Nov 14, 2024
BUY
$36.02 - $41.68 $1.83 Million - $2.11 Million
50,676 Added 34.53%
197,456 $8.15 Million
Q2 2024

Aug 14, 2024
BUY
$35.3 - $38.79 $330,408 - $363,074
9,360 Added 6.81%
146,780 $5.53 Million
Q1 2024

May 15, 2024
BUY
$33.69 - $36.47 $294,416 - $318,711
8,739 Added 6.79%
137,420 $4.97 Million
Q4 2023

Feb 14, 2024
SELL
$32.26 - $35.46 $304,695 - $334,919
-9,445 Reduced 6.84%
128,681 $4.56 Million
Q3 2023

Nov 14, 2023
BUY
$33.36 - $36.37 $61,882 - $67,466
1,855 Added 1.36%
138,126 $4.64 Million
Q2 2023

Aug 14, 2023
BUY
$33.2 - $35.75 $144,951 - $156,084
4,366 Added 3.31%
136,271 $4.68 Million
Q1 2023

May 15, 2023
BUY
$32.49 - $36.44 $318,369 - $357,075
9,799 Added 8.02%
131,905 $4.5 Million
Q4 2022

Feb 14, 2023
SELL
$30.18 - $34.51 $140,819 - $161,023
-4,666 Reduced 3.68%
122,106 $4.02 Million
Q3 2022

Nov 22, 2022
BUY
$31.04 - $35.55 $1.47 Million - $1.68 Million
47,291 Added 59.5%
126,772 $3.94 Million
Q2 2022

Aug 15, 2022
SELL
$33.85 - $40.03 $328,277 - $388,210
-9,698 Reduced 10.87%
79,481 $2.76 Million
Q1 2022

May 16, 2022
BUY
$35.69 - $43.02 $581,318 - $700,709
16,288 Added 22.35%
89,179 $3.45 Million
Q4 2021

Feb 14, 2022
BUY
$40.07 - $44.51 $628,658 - $698,317
15,689 Added 27.43%
72,891 $3.02 Million
Q3 2021

Nov 15, 2021
SELL
$41.44 - $45.27 $61,538 - $67,225
-1,485 Reduced 2.53%
57,202 $2.43 Million
Q2 2021

Aug 16, 2021
BUY
$42.87 - $46.35 $48,057 - $51,958
1,121 Added 1.95%
58,687 $2.67 Million
Q1 2021

May 18, 2021
BUY
$42.41 - $47.37 $262,984 - $293,741
6,201 Added 12.07%
57,566 $2.52 Million
Q4 2020

Feb 17, 2021
BUY
$36.44 - $42.49 $654,207 - $762,822
17,953 Added 53.73%
51,365 $2.17 Million
Q3 2020

Nov 19, 2020
BUY
$33.84 - $37.9 $257,522 - $288,419
7,610 Added 29.49%
33,412 $1.22 Million
Q2 2020

Aug 14, 2020
BUY
$27.38 - $34.3 $202,557 - $253,751
7,398 Added 40.2%
25,802 $863,000
Q1 2020

May 13, 2020
BUY
$25.76 - $38.65 $474,087 - $711,314
18,404 New
18,404 $524,000
Q2 2018

Aug 13, 2018
SELL
N/A
-1,506 Closed
0 $0
Q1 2018

May 15, 2018
SELL
N/A
-40 Reduced 2.59%
1,506 $58,000
Q4 2017

Feb 14, 2018
BUY
N/A
909 Added 142.7%
1,546 $62,000
Q3 2017

Nov 14, 2017
BUY
N/A
637
637 $47,000

Others Institutions Holding SPEM

# of Institutions
877
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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