Better Money Decisions, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Better Money Decisions, LLC

$144 Million
Q4 2024

A detailed history of Better Money Decisions, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Better Money Decisions, LLC holds 246,604 shares of SPEM stock, worth $9.85 Million. This represents 6.58% of its overall portfolio holdings.

Number of Shares

246,604

Previous 221,956 11.1%

Holding current value

$9.85 Million

Previous $9.16 Million 3.27%

% of portfolio

6.58%

Previous 6.52%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$38.37 - $42.82 $945,743 - $1.06 Million	24,648 Added 11.1%	246,604 $9.46 Million
Q3 2024 Oct 25, 2024	BUY	$36.02 - $41.68 $129,419 - $149,756	3,593 Added 1.65%	221,956 $9.16 Million
Q2 2024 Jul 24, 2024	BUY	$35.3 - $38.79 $529,358 - $581,694	14,996 Added 7.37%	218,363 $8.23 Million
Q1 2024 May 01, 2024	BUY	$33.69 - $36.47 $770,254 - $833,813	22,863 Added 12.67%	203,367 $7.36 Million
Q4 2023 Jan 23, 2024	BUY	$32.26 - $35.46 $459,253 - $504,808	14,236 Added 8.56%	180,504 $6.39 Million
Q3 2023 Nov 08, 2023	BUY	$33.36 - $36.37 $246,530 - $268,774	7,390 Added 4.65%	166,268 $5.58 Million
Q2 2023 Aug 09, 2023	BUY	$33.2 - $35.75 $111,817 - $120,406	3,368 Added 2.17%	158,878 $5.46 Million
Q1 2023 May 03, 2023	BUY	$32.49 - $36.44 $126,061 - $141,387	3,880 Added 2.56%	155,510 $5.31 Million
Q4 2022 Feb 14, 2023	BUY	$30.18 - $34.51 $166,201 - $190,046	5,507 Added 3.77%	151,630 $5 Million
Q3 2022 Oct 28, 2022	BUY	$31.04 - $35.55 $163,891 - $187,703	5,280 Added 3.75%	146,123 $4.54 Million
Q2 2022 Aug 05, 2022	BUY	$33.85 - $40.03 $363,108 - $429,401	10,727 Added 8.24%	140,843 $4.9 Million
Q1 2022 May 13, 2022	BUY	$35.69 - $43.02 $556,228 - $670,466	15,585 Added 13.61%	130,116 $5.03 Million
Q4 2021 Feb 14, 2022	BUY	$40.07 - $44.51 $586,224 - $651,181	14,630 Added 14.64%	114,531 $4.75 Million
Q3 2021 Oct 28, 2021	BUY	$41.44 - $45.27 $362,807 - $396,338	8,755 Added 9.61%	99,901 $4.25 Million
Q2 2021 Jul 22, 2021	BUY	$42.87 - $46.35 $231,969 - $250,799	5,411 Added 6.31%	91,146 $4.15 Million
Q1 2021 May 04, 2021	BUY	$42.41 - $47.37 $3.64 Million - $4.06 Million	85,735 New	85,735 $3.75 Million

Others Institutions Holding SPEM

# of Institutions

876

Shares Held

206M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
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Better Money Decisions, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History