Captrust Financial Advisors Spdr Ser Tr Fds Spdr Portfolio Transaction History

Captrust Financial Advisors

  • $43.1 Billion
  • Q2 2025

A detailed history of Captrust Financial Advisors transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Captrust Financial Advisors holds 32,476 shares of SPEM stock, worth $1.53 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
32,476
Previous 30,215 7.48%
Holding current value
$1.53 Million
Previous $1.19 Million 16.74%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
BUY
$34.72 - $42.74 $78,501 - $96,635
2,261 Added 7.48%
32,476 $1.39 Million
Q1 2025

May 14, 2025
SELL
$37.07 - $40.63 $119,958 - $131,478
-3,236 Reduced 9.67%
30,215 $1.19 Million
Q4 2024

Feb 14, 2025
BUY
$38.37 - $42.82 $31,962 - $35,669
833 Added 2.55%
33,451 $1.28 Million
Q3 2024

Nov 14, 2024
SELL
$36.02 - $41.68 $5.18 Million - $5.99 Million
-143,673 Reduced 81.5%
32,618 $1.35 Million
Q2 2024

Aug 14, 2024
BUY
$35.3 - $38.79 $146,283 - $160,745
4,144 Added 2.41%
176,291 $6.64 Million
Q1 2024

May 15, 2024
SELL
$33.69 - $36.47 $189,203 - $204,815
-5,616 Reduced 3.16%
172,147 $6.23 Million
Q4 2023

Feb 14, 2024
SELL
$32.26 - $35.46 $208,335 - $229,000
-6,458 Reduced 3.51%
177,763 $6.29 Million
Q3 2023

Nov 14, 2023
BUY
$33.36 - $36.37 $212,736 - $231,931
6,377 Added 3.59%
184,221 $6.18 Million
Q2 2023

Aug 14, 2023
BUY
$33.2 - $35.75 $4.49 Million - $4.83 Million
135,185 Added 316.9%
177,844 $6.11 Million
Q1 2023

May 15, 2023
SELL
$32.49 - $36.44 $49,547 - $55,571
-1,525 Reduced 3.45%
42,659 $1.46 Million
Q4 2022

Feb 15, 2023
SELL
$30.18 - $34.51 $28,308 - $32,370
-938 Reduced 2.08%
44,184 $1.46 Million
Q3 2022

Nov 16, 2022
BUY
$31.04 - $35.55 $1.08 Million - $1.24 Million
34,841 Added 338.89%
45,122 $1.4 Million
Q2 2022

Aug 23, 2022
SELL
$33.85 - $40.03 $33 - $40
-1 Reduced 0.01%
10,281 $357,000
Q2 2022

Aug 16, 2022
BUY
$33.85 - $40.03 $277,671 - $328,366
8,203 Added 394.56%
10,282 $358,000
Q1 2022

May 16, 2022
SELL
$35.69 - $43.02 $459,508 - $553,882
-12,875 Reduced 86.1%
2,079 $80,000
Q4 2021

Feb 14, 2022
BUY
$40.07 - $44.51 $116,122 - $128,989
2,898 Added 24.04%
14,954 $620,000
Q3 2021

Nov 16, 2021
BUY
$41.44 - $45.27 $8,205 - $8,963
198 Added 1.67%
12,056 $513,000
Q2 2021

Aug 16, 2021
SELL
$42.87 - $46.35 $50,929 - $55,063
-1,188 Reduced 9.11%
11,858 $540,000
Q1 2021

May 17, 2021
SELL
$42.41 - $47.37 $3,265 - $3,647
-77 Reduced 0.59%
13,046 $571,000
Q4 2020

Feb 16, 2021
BUY
$36.44 - $42.49 $476,708 - $555,854
13,082 Added 31907.32%
13,123 $553,000
Q3 2020

Nov 17, 2020
SELL
$33.84 - $37.9 $1.93 Million - $2.16 Million
-56,915 Reduced 99.93%
41 $2,000
Q2 2020

Aug 14, 2020
SELL
$27.38 - $34.3 $6,352 - $7,957
-232 Reduced 0.41%
56,956 $1.93 Million
Q1 2020

May 15, 2020
SELL
$25.76 - $38.65 $1.31 Million - $1.96 Million
-50,738 Reduced 47.01%
57,188 $1.57 Million
Q4 2019

Feb 14, 2020
BUY
$33.84 - $38.03 $2.03 Million - $2.28 Million
59,948 Added 124.95%
107,926 $4.14 Million
Q3 2019

Nov 14, 2019
SELL
$34.28 - $35.36 $967,073 - $997,540
-28,211 Reduced 37.03%
47,978 $1.65 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-31,077 Reduced 28.97%
76,189 $2.76 Million
Q1 2019

May 15, 2019
BUY
N/A
90,286 Added 531.72%
107,266 $3.84 Million
Q4 2018

Feb 13, 2019
SELL
N/A
-158 Reduced 0.92%
16,980 $557,000
Q3 2018

Nov 15, 2018
BUY
N/A
16,036 Added 1455.17%
17,138 $597,000
Q2 2018

Aug 13, 2018
BUY
N/A
555 Added 101.46%
1,102 $39,000
Q1 2018

May 15, 2018
BUY
N/A
82 Added 17.63%
547 $21,000
Q4 2017

Feb 14, 2018
SELL
N/A
-53 Reduced 10.23%
465 $18,000
Q3 2017

Feb 16, 2018
BUY
N/A
518
518 $20,000

Others Institutions Holding SPEM

# of Institutions
962
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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