Portside Wealth Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Portside Wealth Group, LLC

$578 Billion
Q4 2024

A detailed history of Portside Wealth Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Portside Wealth Group, LLC holds 97,929 shares of SPEM stock, worth $3.91 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

97,929

Previous 99,447 1.53%

Holding current value

$3.91 Million

Previous $4.11 Billion 1.53%

% of portfolio

0.7%

Previous 0.7%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$38.37 - $42.82 $58,245 - $65,000	-1,518 Reduced 1.53%	97,929 $4.04 Billion
Q3 2024 Oct 31, 2024	BUY	$36.02 - $41.68 $306,530 - $354,696	8,510 Added 9.36%	99,447 $4.11 Billion
Q2 2024 Jul 18, 2024	BUY	$35.3 - $38.79 $224,860 - $247,092	6,370 Added 7.53%	90,937 $3.43 Billion
Q1 2024 Apr 17, 2024	BUY	$33.69 - $36.47 $241,759 - $261,708	7,176 Added 9.27%	84,567 $3.06 Billion
Q4 2023 Jan 16, 2024	SELL	$32.26 - $35.46 $415,379 - $456,582	-12,876 Reduced 14.26%	77,391 $2.74 Billion
Q3 2023 Oct 27, 2023	BUY	$33.36 - $36.37 $126,434 - $137,842	3,790 Added 4.38%	90,267 $3.03 Billion
Q2 2023 Sep 01, 2023	SELL	$33.2 - $35.75 $149 Million - $161 Million	-4,499,401 Reduced 98.11%	86,477 $2.97 Billion
Q2 2023 Aug 01, 2023	BUY	$33.2 - $35.75 $152 Million - $164 Million	4,585,878 New	4,585,878 $158 Million

Others Institutions Holding SPEM

# of Institutions

877

Shares Held

206M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
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Industry ETFs

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Portside Wealth Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History