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

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 237,808 shares of SPEM stock, worth $9.25 Million. This represents 1.9% of its overall portfolio holdings.

Number of Shares
237,808
Previous 232,103 2.46%
Holding current value
$9.25 Million
Previous $9.58 Million 4.77%
% of portfolio
1.9%
Previous 1.94%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
BUY
$38.37 - $42.82 $218,900 - $244,288
5,705 Added 2.46%
237,808 $9.12 Million
Q3 2024

Oct 08, 2024
BUY
$36.02 - $41.68 $29,752 - $34,427
826 Added 0.36%
232,103 $9.58 Million
Q2 2024

Jul 08, 2024
BUY
$35.3 - $38.79 $87,967 - $96,664
2,492 Added 1.09%
231,277 $8.71 Million
Q1 2024

Apr 23, 2024
BUY
$33.69 - $36.47 $1.5 Million - $1.62 Million
44,442 Added 24.11%
228,785 $8.28 Million
Q4 2023

Jan 10, 2024
BUY
$32.26 - $35.46 $205,980 - $226,412
6,385 Added 3.59%
184,343 $6.53 Million
Q3 2023

Nov 13, 2023
SELL
$33.36 - $36.37 $971,643 - $1.06 Million
-29,126 Reduced 14.06%
177,958 $5.97 Million
Q2 2023

Jul 13, 2023
BUY
$33.2 - $35.75 $1.62 Million - $1.74 Million
48,787 Added 30.82%
207,084 $7.12 Million
Q1 2023

Apr 26, 2023
BUY
$32.49 - $36.44 $603,176 - $676,508
18,565 Added 13.29%
158,297 $5.4 Million
Q4 2022

Feb 03, 2023
SELL
$30.18 - $34.51 $1.98 Million - $2.27 Million
-65,679 Reduced 31.97%
139,732 $4.61 Million
Q3 2022

Oct 11, 2022
BUY
$31.04 - $35.55 $166,001 - $190,121
5,348 Added 2.67%
205,411 $6.38 Million
Q2 2022

Jul 12, 2022
BUY
$33.85 - $40.03 $6.77 Million - $8.01 Million
200,063 New
200,063 $6.96 Million

Others Institutions Holding SPEM

# of Institutions
814
Shares Held
195M
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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