Advyzon Investment Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Advyzon Investment Management, LLC

  • $452 Billion
  • Q2 2025

A detailed history of Advyzon Investment Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Advyzon Investment Management, LLC holds 187,323 shares of SPEM stock, worth $8.62 Million. This represents 1.77% of its overall portfolio holdings.

Number of Shares
187,323
Previous 182,593 2.59%
Holding current value
$8.62 Million
Previous $7.19 Billion 11.37%
% of portfolio
1.77%
Previous 2.54%

Shares

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

Aug 07, 2025
BUY
$34.72 - $42.74 $164,225 - $202,160
4,730 Added 2.59%
187,323 $8.01 Billion
Q1 2025

May 09, 2025
SELL
$37.07 - $40.63 $296,856 - $325,365
-8,008 Reduced 4.2%
182,593 $7.19 Billion
Q4 2024

Feb 03, 2025
BUY
$38.37 - $42.82 $7.31 Million - $8.16 Million
190,601 New
190,601 $7.31 Billion

Others Institutions Holding SPEM

# of Institutions
959
Shares Held
226M
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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