Wealth Shield Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Wealth Shield Partners, LLC

  • $721 Million
  • Q3 2024

A detailed history of Wealth Shield Partners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 4,141 shares of SPEM stock, worth $160,380. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,141
Previous 4,141 -0.0%
Holding current value
$160,380
Previous $155,000 9.68%
% of portfolio
0.02%
Previous 0.02%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024
SELL
$35.3 - $38.79 $23,580 - $25,911
-668 Reduced 13.89%
4,141 $155,000
Q4 2023

Jan 23, 2024
SELL
$32.26 - $35.46 $331,213 - $364,067
-10,267 Reduced 68.1%
4,809 $170,000
Q3 2023

Oct 25, 2023
SELL
$33.36 - $36.37 $25,153 - $27,422
-754 Reduced 4.76%
15,076 $506,000
Q2 2023

Aug 03, 2023
BUY
$33.2 - $35.75 $113,975 - $122,729
3,433 Added 27.69%
15,830 $544,000
Q1 2023

May 08, 2023
BUY
$32.49 - $36.44 $177,427 - $198,998
5,461 Added 78.73%
12,397 $423,000
Q4 2022

Feb 13, 2023
BUY
$30.18 - $34.51 $209,328 - $239,361
6,936 New
6,936 $228,000
Q3 2021

Nov 12, 2021
SELL
$41.44 - $45.27 $12,639 - $13,807
-305 Closed
0 $0
Q2 2021

Aug 06, 2021
SELL
$42.87 - $46.35 $1,714 - $1,854
-40 Reduced 11.59%
305 $14,000
Q1 2021

May 17, 2021
BUY
$42.41 - $47.37 $14,631 - $16,342
345 New
345 $15,000
Q4 2020

Feb 16, 2021
SELL
$36.44 - $42.49 $500,685 - $583,812
-13,740 Closed
0 $0
Q3 2020

Oct 30, 2020
BUY
$33.84 - $37.9 $464,961 - $520,746
13,740 New
13,740 $502,000
Q1 2020

May 12, 2020
SELL
$25.76 - $38.65 $70,608 - $105,939
-2,741 Closed
0 $0
Q4 2019

Feb 13, 2020
SELL
$33.84 - $38.03 $2,402 - $2,700
-71 Reduced 2.52%
2,741 $103,000
Q3 2019

Nov 13, 2019
BUY
$34.28 - $35.36 $44,118 - $45,508
1,287 Added 84.39%
2,812 $96,000
Q2 2019

Aug 12, 2019
SELL
N/A
-904 Reduced 37.22%
1,525 $55,000
Q1 2019

May 14, 2019
SELL
N/A
-529 Reduced 17.88%
2,429 $87,000
Q4 2018

Feb 14, 2019
BUY
N/A
893 Added 43.24%
2,958 $97,000
Q3 2018

Nov 05, 2018
BUY
N/A
2,065 New
2,065 $72,000

Others Institutions Holding SPEM

# of Institutions
817
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
Track This Portfolio

Track Wealth Shield Partners, LLC Portfolio

Follow Wealth Shield Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Shield Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Shield Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email