Client 1 St Advisory Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Client 1 St Advisory Group, LLC

  • $271 Million
  • Q2 2025

A detailed history of Client 1 St Advisory Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Client 1 St Advisory Group, LLC holds 7,898 shares of SPEM stock, worth $373,970. This represents 0.12% of its overall portfolio holdings.

Number of Shares
7,898
Holding current value
$373,970
% of portfolio
0.12%

Shares

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

Jul 18, 2025
BUY
$34.72 - $42.74 $274,218 - $337,560
7,898 New
7,898 $337,000
Q3 2020

Nov 12, 2020
SELL
$33.84 - $37.9 $232,210 - $260,069
-6,862 Closed
0 $0
Q2 2020

Aug 13, 2020
SELL
$27.38 - $34.3 $1.68 Million - $2.1 Million
-61,355 Reduced 89.94%
6,862 $250,000
Q1 2020

May 15, 2020
SELL
$25.76 - $38.65 $1.02 Million - $1.53 Million
-39,662 Reduced 36.77%
68,217 $1.94 Million
Q4 2019

Feb 13, 2020
BUY
$33.84 - $38.03 $3.65 Million - $4.1 Million
107,879 New
107,879 $4.06 Million

Others Institutions Holding SPEM

# of Institutions
957
Shares Held
225M
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 Client 1 St Advisory Group, LLC Portfolio

Follow Client 1 St Advisory Group, 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 Client 1 St Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Client 1 St Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email