Wolff Financial Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Wolff Financial Management LLC

$360 Million
Q4 2024

A detailed history of Wolff Financial Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wolff Financial Management LLC holds 113,643 shares of SPEM stock, worth $4.52 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares

113,643

Previous 105,509 7.71%

Holding current value

$4.52 Million

Previous $4.36 Million 0.11%

% of portfolio

1.21%

Previous 1.18%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$38.37 - $42.82 $312,101 - $348,297	8,134 Added 7.71%	113,643 $4.36 Million
Q3 2024 Oct 24, 2024	BUY	$36.02 - $41.68 $58,820 - $68,063	1,633 Added 1.57%	105,509 $4.36 Million
Q2 2024 Jul 18, 2024	BUY	$35.3 - $38.79 $191,361 - $210,280	5,421 Added 5.51%	103,876 $3.91 Million
Q1 2024 Apr 24, 2024	BUY	$33.69 - $36.47 $161,914 - $175,274	4,806 Added 5.13%	98,455 $3.56 Million
Q4 2023 Jan 25, 2024	BUY	$32.26 - $35.46 $194,431 - $213,717	6,027 Added 6.88%	93,649 $3.32 Million
Q3 2023 Oct 30, 2023	BUY	$33.36 - $36.37 $129,270 - $140,933	3,875 Added 4.63%	87,622 $2.94 Million
Q2 2023 Jul 18, 2023	BUY	$33.2 - $35.75 $528,544 - $569,140	15,920 Added 23.47%	83,747 $2.88 Million
Q1 2023 May 01, 2023	BUY	$32.49 - $36.44 $760,883 - $853,388	23,419 Added 52.74%	67,827 $2.32 Million
Q4 2022 Feb 06, 2023	BUY	$30.18 - $34.51 $845,462 - $966,763	28,014 Added 170.88%	44,408 $1.46 Million
Q3 2022 Oct 31, 2022	BUY	$31.04 - $35.55 $94,423 - $108,143	3,042 Added 22.78%	16,394 $508,000
Q2 2022 Aug 05, 2022	BUY	$33.85 - $40.03 $88,856 - $105,078	2,625 Added 24.47%	13,352 $464,000
Q1 2022 May 03, 2022	BUY	$35.69 - $43.02 $7,530 - $9,077	211 Added 2.01%	10,727 $414,000
Q4 2021 Feb 08, 2022	BUY	$40.07 - $44.51 $101,497 - $112,743	2,533 Added 31.73%	10,516 $436,000
Q3 2021 Nov 12, 2021	BUY	$41.44 - $45.27 $330,815 - $361,390	7,983 New	7,983 $340,000

Others Institutions Holding SPEM

# of Institutions

871

Shares Held

213M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
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Wolff Financial Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History