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

Kfg Wealth Management, LLC

$454 Million
Q4 2025

A detailed history of Kfg Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 562,583 shares of SPEM stock, worth $26.7 Million. This represents 5.87% of its overall portfolio holdings.

Number of Shares

562,583

Previous 516,924 8.83%

Holding current value

$26.7 Million

Previous $24.2 Million 10.32%

% of portfolio

5.87%

Previous 5.12%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 21, 2026	BUY	$45.45 - $48.31 $2.08 Million - $2.21 Million	45,659 Added 8.83%	562,583 $26.7 Million
Q3 2025 Oct 07, 2025	BUY	$42.67 - $46.91 $2.3 Million - $2.53 Million	53,961 Added 11.66%	516,924 $24.2 Million
Q2 2025 Jul 14, 2025	BUY	$34.72 - $42.74 $1.27 Million - $1.57 Million	36,635 Added 8.59%	462,963 $19.8 Million
Q1 2025 Apr 11, 2025	BUY	$37.07 - $40.63 $1.52 Million - $1.67 Million	40,986 Added 10.64%	426,328 $16.8 Million
Q4 2024 Jan 21, 2025	BUY	$38.37 - $42.82 $3.54 Million - $3.95 Million	92,242 Added 31.47%	385,342 $14.8 Million

Q3 2024 Oct 15, 2024	BUY	$36.02 - $41.68 $10.6 Million - $12.2 Million	293,100 New	293,100 $12.1 Million

Others Institutions Holding SPEM

# of Institutions

998

Shares Held

243M

Call Options Held

Put Options Held

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
Sector ETFs
Industry ETFs

More about SPEM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kfg Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kfg Wealth Management, LLC with notifications on news.

Account

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