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

Partnership Wealth Management, LLC

$120 Billion
Q4 2024

A detailed history of Partnership Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Partnership Wealth Management, LLC holds 54,872 shares of SPEM stock, worth $2.08 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares

54,872

Previous 50,089 9.55%

Holding current value

$2.08 Million

Previous $2.07 Billion 1.83%

% of portfolio

1.75%

Previous 1.46%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 08, 2025	BUY	$38.37 - $42.82 $183,523 - $204,808	4,783 Added 9.55%	54,872 $2.11 Billion
Q3 2024 Oct 08, 2024	BUY	$36.02 - $41.68 $1.55 Million - $1.79 Million	42,993 Added 605.88%	50,089 $2.07 Billion
Q2 2024 Jul 03, 2024	SELL	$35.3 - $38.79 $2,047 - $2,249	-58 Reduced 0.81%	7,096 $267 Million
Q1 2024 Apr 10, 2024	BUY	$33.69 - $36.47 $20,988 - $22,720	623 Added 9.54%	7,154 $259 Million
Q4 2023 Feb 07, 2024	BUY	$32.26 - $35.46 $210,690 - $231,589	6,531 New	6,531 $223 Million

Others Institutions Holding SPEM

# of Institutions

812

Shares Held

195M

Call Options Held

Put Options Held

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
Sector ETFs
Industry ETFs

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