Ae Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Ae Wealth Management LLC holds 83,807 shares of SPEM stock, worth $3.31 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
83,807
Previous 77,376 8.31%
Holding current value
$3.31 Million
Previous $3.19 Million 0.66%
% of portfolio
0.03%
Previous 0.03%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$38.37 - $42.82 $246,757 - $275,375
6,431 Added 8.31%
83,807 $3.22 Million
Q3 2024

Nov 14, 2024
SELL
$36.02 - $41.68 $458,930 - $531,044
-12,741 Reduced 14.14%
77,376 $3.19 Million
Q2 2024

Aug 12, 2024
BUY
$35.3 - $38.79 $466,207 - $512,299
13,207 Added 17.17%
90,117 $3.39 Million
Q1 2024

May 15, 2024
SELL
$33.69 - $36.47 $26.8 Million - $29 Million
-794,025 Reduced 91.17%
76,910 $2.78 Million
Q4 2023

Feb 14, 2024
BUY
$32.26 - $35.46 $23.6 Million - $25.9 Million
731,192 Added 523.24%
870,935 $30.8 Million
Q3 2023

Oct 11, 2023
BUY
$33.36 - $36.37 $773,184 - $842,947
23,177 Added 19.88%
139,743 $4.69 Million
Q2 2023

Jul 10, 2023
BUY
$33.2 - $35.75 $1 Million - $1.08 Million
30,155 Added 34.9%
116,566 $4.01 Million
Q1 2023

Apr 14, 2023
BUY
$32.49 - $36.44 $386,631 - $433,636
11,900 Added 15.97%
86,411 $2.95 Million
Q4 2022

Jan 31, 2023
BUY
$30.18 - $34.51 $43,459 - $49,694
1,440 Added 1.97%
74,511 $2.46 Million
Q3 2022

Oct 25, 2022
BUY
$31.04 - $35.55 $112,426 - $128,762
3,622 Added 5.22%
73,071 $2.27 Million
Q2 2022

Aug 03, 2022
SELL
$33.85 - $40.03 $763,622 - $903,036
-22,559 Reduced 24.52%
69,449 $2.42 Million
Q1 2022

Apr 18, 2022
BUY
$35.69 - $43.02 $762,338 - $918,907
21,360 Added 30.23%
92,008 $3.56 Million
Q4 2021

Jan 20, 2022
BUY
$40.07 - $44.51 $152,346 - $169,227
3,802 Added 5.69%
70,648 $2.93 Million
Q3 2021

Nov 01, 2021
SELL
$41.44 - $45.27 $5.07 Million - $5.54 Million
-122,290 Reduced 64.66%
66,846 $2.84 Million
Q2 2021

Jul 21, 2021
BUY
$42.87 - $46.35 $831,506 - $899,004
19,396 Added 11.43%
189,136 $8.61 Million
Q1 2021

Apr 27, 2021
BUY
$42.41 - $47.37 $33,079 - $36,948
780 Added 0.46%
169,740 $7.43 Million
Q4 2020

Feb 01, 2021
SELL
$36.44 - $42.49 $3.28 Million - $3.82 Million
-89,980 Reduced 34.75%
168,960 $7.12 Million
Q3 2020

Nov 06, 2020
BUY
$33.84 - $37.9 $5.48 Million - $6.14 Million
161,906 Added 166.85%
258,940 $9.47 Million
Q2 2020

Aug 05, 2020
SELL
$27.38 - $34.3 $4.64 Million - $5.81 Million
-169,451 Reduced 63.59%
97,034 $3.25 Million
Q1 2020

May 07, 2020
BUY
$25.76 - $38.65 $3.99 Million - $5.98 Million
154,723 Added 138.44%
266,485 $7.58 Million
Q4 2019

Jan 15, 2020
SELL
$33.84 - $38.03 $7.21 Million - $8.1 Million
-213,049 Reduced 65.59%
111,762 $4.2 Million
Q3 2019

Nov 05, 2019
BUY
$34.28 - $35.36 $4.81 Million - $4.97 Million
140,451 Added 76.18%
324,811 $11.1 Million
Q2 2019

Jul 22, 2019
BUY
N/A
88,318 Added 91.96%
184,360 $6.6 Million
Q1 2019

May 14, 2019
BUY
N/A
79,694 Added 487.48%
96,042 $3.43 Million
Q4 2018

Feb 15, 2019
SELL
N/A
-5,165 Reduced 24.01%
16,348 $529,000
Q3 2018

Nov 14, 2018
SELL
N/A
-58,650 Reduced 73.16%
21,513 $749,000
Q2 2018

Aug 15, 2018
SELL
N/A
-7,314 Reduced 8.36%
80,163 $2.83 Million
Q1 2018

May 14, 2018
BUY
N/A
15,285 Added 21.17%
87,477 $3.44 Million
Q4 2017

Feb 06, 2018
BUY
N/A
72,192 New
72,192 $2.75 Million
Q3 2017

Nov 08, 2017
SELL
N/A
-5,056 Closed
0 $0
Q2 2017

Aug 14, 2017
BUY
N/A
5,056
5,056 $337,000

Others Institutions Holding SPEM

# of Institutions
880
Shares Held
206M
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 Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management 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 Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email