Reuter James Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Reuter James Wealth Management, LLC

$637 Million
Q3 2025

A detailed history of Reuter James Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Reuter James Wealth Management, LLC holds 6,068 shares of SPEM stock, worth $287,926. This represents 0.04% of its overall portfolio holdings.

Number of Shares

6,068

Previous 5,718 6.12%

Holding current value

$287,926

Previous $244,000 16.39%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$42.67 - $46.91 $14,934 - $16,418	350 Added 6.12%	6,068 $284,000
Q2 2025 Jul 24, 2025	SELL	$34.72 - $42.74 $69 - $85	-2 Reduced 0.03%	5,718 $244,000
Q3 2024 Nov 08, 2024	SELL	$36.02 - $41.68 $226,601 - $262,208	-6,291 Reduced 52.38%	5,720 $236,000
Q2 2024 Aug 01, 2024	SELL	$35.3 - $38.79 $7,130 - $7,835	-202 Reduced 1.65%	12,011 $452,000
Q1 2024 May 06, 2024	SELL	$33.69 - $36.47 $1,954 - $2,115	-58 Reduced 0.47%	12,213 $441,000

Q4 2023 Apr 08, 2024	BUY	$32.26 - $35.46 $395,862 - $435,129	12,271 New	12,271 $434,000
Q2 2022 Aug 09, 2022	SELL	$33.85 - $40.03 $194,671 - $230,212	-5,751 Closed	0 $0
Q4 2021 Jan 25, 2022	BUY	$40.07 - $44.51 $230,442 - $255,977	5,751 New	5,751 $239,000

Others Institutions Holding SPEM

# of Institutions

988

Shares Held

242M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
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Reuter James Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History