Aquire Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Aquire Wealth Advisors, LLC

  • $297 Million
  • Q2 2024

A detailed history of Aquire Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Aquire Wealth Advisors, LLC holds 104,031 shares of SPEM stock, worth $4.41 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares
104,031
Previous 107,911 3.6%
Holding current value
$4.41 Million
Previous $3.91 Million 0.33%
% of portfolio
1.32%
Previous 1.36%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$35.3 - $38.79 $136,964 - $150,505
-3,880 Reduced 3.6%
104,031 $3.92 Million
Q1 2024

May 13, 2024
SELL
$33.69 - $36.47 $50,838 - $55,033
-1,509 Reduced 1.38%
107,911 $3.91 Million
Q4 2023

Jan 11, 2024
SELL
$32.26 - $35.46 $367,828 - $404,314
-11,402 Reduced 9.44%
109,420 $3.87 Million
Q3 2023

Oct 30, 2023
SELL
$33.36 - $36.37 $176,707 - $192,651
-5,297 Reduced 4.2%
120,822 $4.06 Million
Q2 2023

Aug 03, 2023
SELL
$33.2 - $35.75 $132,733 - $142,928
-3,998 Reduced 3.07%
126,119 $4.34 Million
Q1 2023

May 01, 2023
SELL
$32.49 - $36.44 $79,275 - $88,913
-2,440 Reduced 1.84%
130,117 $4.44 Million
Q4 2022

Jan 20, 2023
SELL
$30.18 - $34.51 $943,004 - $1.08 Million
-31,246 Reduced 19.08%
132,557 $0
Q3 2022

Oct 18, 2022
BUY
$31.04 - $35.55 $42,183 - $48,312
1,359 Added 0.84%
163,803 $5.08 Million
Q2 2022

Jul 27, 2022
BUY
$33.85 - $40.03 $167,083 - $197,588
4,936 Added 3.13%
162,444 $5.65 Million
Q1 2022

Apr 28, 2022
SELL
$35.69 - $43.02 $523,536 - $631,060
-14,669 Reduced 8.52%
157,508 $6.09 Million
Q4 2021

Feb 09, 2022
BUY
$40.07 - $44.51 $6.9 Million - $7.66 Million
172,177 New
172,177 $7.14 Million

Others Institutions Holding SPEM

# of Institutions
766
Shares Held
194M
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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