Upper Left Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Upper Left Wealth Management, LLC

$112 Million
Q4 2024

A detailed history of Upper Left Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 22,299 shares of SPEM stock, worth $867,654. This represents 0.77% of its overall portfolio holdings.

Number of Shares

22,299

Previous 22,419 0.54%

Holding current value

$867,654

Previous $925,000 7.57%

% of portfolio

0.77%

Previous 0.8%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$38.37 - $42.82 $4,604 - $5,138	-120 Reduced 0.54%	22,299 $855,000
Q2 2024 Jul 25, 2024	BUY	$35.3 - $38.79 $71,588 - $78,666	2,028 Added 9.95%	22,419 $844,000
Q1 2024 Apr 23, 2024	SELL	$33.69 - $36.47 $55,689 - $60,284	-1,653 Reduced 7.5%	20,391 $737,000
Q4 2023 Jan 23, 2024	BUY	$32.26 - $35.46 $103,586 - $113,862	3,211 Added 17.05%	22,044 $780,000
Q3 2023 Oct 25, 2023	SELL	$33.36 - $36.37 $16,780 - $18,294	-503 Reduced 2.6%	18,833 $632,000
Q2 2023 Jul 25, 2023	SELL	$33.2 - $35.75 $3,021 - $3,253	-91 Reduced 0.47%	19,336 $664,000
Q1 2023 Apr 25, 2023	SELL	$32.49 - $36.44 $67,286 - $75,467	-2,071 Reduced 9.63%	19,427 $663,000
Q4 2022 Jan 17, 2023	BUY	$30.18 - $34.51 $648,809 - $741,895	21,498 New	21,498 $0
Q1 2022 Apr 18, 2022	SELL	$35.69 - $43.02 $766,728 - $924,198	-21,483 Closed	0 $0
Q4 2021 Feb 15, 2022	BUY	$40.07 - $44.51 $860,823 - $956,208	21,483 New	21,483 $902,000

Others Institutions Holding SPEM

# of Institutions

814

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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Upper Left Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History