Wfa Of San Diego, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Wfa Of San Diego, LLC

  • $132 Million
  • Q2 2025

A detailed history of Wfa Of San Diego, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 1,363 shares of SPEM stock, worth $64,674. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,363
Previous 1,578 13.62%
Holding current value
$64,674
Previous $65,000 10.77%
% of portfolio
0.04%
Previous 0.06%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$34.72 - $42.74 $7,464 - $9,189
-215 Reduced 13.62%
1,363 $58,000
Q2 2024

Aug 14, 2024
SELL
$35.3 - $38.79 $13,413 - $14,740
-380 Reduced 19.41%
1,578 $59,000
Q3 2023

Nov 02, 2023
SELL
$33.36 - $36.37 $200 - $218
-6 Reduced 0.31%
1,958 $65,000
Q2 2023

Aug 10, 2023
BUY
$33.2 - $35.75 $65,204 - $70,213
1,964 New
1,964 $67,000
Q4 2022

Jan 31, 2023
BUY
$30.18 - $34.51 $73,277 - $83,790
2,428 New
2,428 $80,000
Q2 2022

Jul 28, 2022
BUY
$33.85 - $40.03 $83,101 - $98,273
2,455 New
2,455 $85,000
Q4 2021

Feb 07, 2022
SELL
$40.07 - $44.51 $98,131 - $109,004
-2,449 Closed
0 $0
Q3 2021

Oct 25, 2021
BUY
$41.44 - $45.27 $101,486 - $110,866
2,449 New
2,449 $104,000

Others Institutions Holding SPEM

# of Institutions
991
Shares Held
242M
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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