Moss Adams Wealth Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Moss Adams Wealth Advisors LLC

$950 Billion
Q1 2025

A detailed history of Moss Adams Wealth Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 319,483 shares of SPEM stock, worth $12.5 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares

319,483

Previous 161,023 98.41%

Holding current value

$12.5 Million

Previous $6.18 Billion 103.58%

% of portfolio

1.32%

Previous 0.65%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$37.07 - $40.63 $5.87 Million - $6.44 Million	158,460 Added 98.41%	319,483 $12.6 Billion
Q4 2024 Jan 15, 2025	BUY	$38.37 - $42.82 $267,937 - $299,012	6,983 Added 4.53%	161,023 $6.18 Billion
Q3 2024 Oct 17, 2024	SELL	$36.02 - $41.68 $220,154 - $254,748	-6,112 Reduced 3.82%	154,040 $6.36 Billion
Q2 2024 Jul 23, 2024	SELL	$35.3 - $38.79 $599,499 - $658,770	-16,983 Reduced 9.59%	160,152 $6.03 Billion
Q1 2024 May 07, 2024	BUY	$33.69 - $36.47 $2.2 Million - $2.38 Million	65,355 Added 58.47%	177,135 $6.41 Billion
Q4 2023 Feb 06, 2024	BUY	$32.26 - $35.46 $782,853 - $860,507	24,267 Added 27.73%	111,780 $3.96 Billion
Q3 2023 Dec 20, 2023	SELL	$33.36 - $36.37 $660,161 - $719,725	-19,789 Reduced 18.44%	87,513 $2.94 Billion
Q2 2023 Dec 20, 2023	BUY	$33.2 - $35.75 $196,311 - $211,389	5,913 Added 5.83%	107,302 $3.69 Billion
Q1 2023 Dec 20, 2023	SELL	$32.49 - $36.44 $1 Million - $1.13 Million	-30,874 Reduced 23.34%	101,389 $3.46 Billion
Q4 2022 Dec 20, 2023	BUY	$30.18 - $34.51 $3.99 Million - $4.56 Million	132,263 New	132,263 $4.36 Billion

Others Institutions Holding SPEM

# of Institutions

882

Shares Held

209M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
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Moss Adams Wealth Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History