Sky Oak Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Sky Oak Wealth, LLC

  • $525 Million
  • Q3 2025

A detailed history of Sky Oak Wealth, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 9,578 shares of SPEM stock, worth $454,476. This represents 0.09% of its overall portfolio holdings.

Number of Shares
9,578
Previous 9,641 0.65%
Holding current value
$454,476
Previous $412,000 8.74%
% of portfolio
0.09%
Previous 0.08%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$42.67 - $46.91 $2,688 - $2,955
-63 Reduced 0.65%
9,578 $448,000
Q2 2025

Jul 30, 2025
BUY
$34.72 - $42.74 $19,234 - $23,677
554 Added 6.1%
9,641 $412,000
Q1 2025

May 01, 2025
SELL
$37.07 - $40.63 $10,231 - $11,213
-276 Reduced 2.95%
9,087 $357,000
Q4 2024

Jan 24, 2025
BUY
$38.37 - $42.82 $47,885 - $53,439
1,248 Added 15.38%
9,363 $359,000
Q3 2024

Nov 04, 2024
BUY
$36.02 - $41.68 $22,044 - $25,508
612 Added 8.16%
8,115 $334,000
Q1 2024

Apr 29, 2024
SELL
$33.69 - $36.47 $35,172 - $38,074
-1,044 Reduced 12.21%
7,503 $271,000
Q4 2023

Jan 12, 2024
BUY
$32.26 - $35.46 $70,294 - $77,267
2,179 Added 34.22%
8,547 $302,000
Q2 2023

Jul 20, 2023
BUY
$33.2 - $35.75 $211,417 - $227,656
6,368 New
6,368 $218,000
Q1 2020

May 04, 2020
SELL
$25.76 - $38.65 $1.31 Million - $1.96 Million
-50,713 Closed
0 $0
Q4 2019

Feb 04, 2020
BUY
$33.84 - $38.03 $1.72 Million - $1.93 Million
50,713 New
50,713 $1.91 Million

Others Institutions Holding SPEM

# of Institutions
986
Shares Held
241M
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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