Ae Wealth Management LLC Spdr Index Shs Fds S Spdr Port Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q1 2025

A detailed history of Ae Wealth Management LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Ae Wealth Management LLC holds 361 shares of SPGM stock, worth $24,006. This represents 0.0% of its overall portfolio holdings.

Number of Shares

361

Previous 361 -0.0%

Holding current value

$24,006

Previous $22,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$63.23 - $66.65 $22,826 - $24,060	361 New	361 $22,000
Q2 2023 Jul 10, 2023	BUY	$49.47 - $52.62 $197,682 - $210,269	3,996 New	3,996 $209,000
Q2 2022 Aug 03, 2022	SELL	$44.97 - $55.51 $464,944 - $573,917	-10,339 Closed	0 $0
Q1 2022 Apr 18, 2022	SELL	$50.64 - $58.29 $74,947 - $86,269	-1,480 Reduced 12.52%	10,339 $567,000
Q4 2021 Jan 20, 2022	SELL	$54.48 - $58.88 $2,941 - $3,179	-54 Reduced 0.45%	11,819 $684,000
Q3 2021 Nov 01, 2021	BUY	$54.18 - $57.66 $29,203 - $31,078	539 Added 4.76%	11,873 $650,000
Q2 2021 Jul 21, 2021	BUY	$52.95 - $55.77 $44,054 - $46,400	832 Added 7.92%	11,334 $629,000
Q1 2021 Apr 27, 2021	BUY	$48.86 - $52.85 $513,127 - $555,030	10,502 New	10,502 $550,000

Others Institutions Holding SPGM

# of Institutions

142

Shares Held

9.65M

Call Options Held

Put Options Held

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About SPDR INDEX SHS FDS S SPDR PORT

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Ae Wealth Management LLC Spdr Index Shs Fds S Spdr Port Transaction History