Coastal Investment Advisors, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Coastal Investment Advisors, Inc.

  • $212 Million
  • Q1 2025

A detailed history of Coastal Investment Advisors, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 70 shares of SPEM stock, worth $2,757. This represents 0.0% of its overall portfolio holdings.

Number of Shares
70
Previous 70 -0.0%
Holding current value
$2,757
Previous $2,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$38.37 - $42.82 $2,685 - $2,997
70 New
70 $2,000
Q2 2024

Jul 15, 2024
SELL
$35.3 - $38.79 $42,112 - $46,276
-1,193 Reduced 17.25%
5,721 $215,000
Q1 2024

Apr 19, 2024
BUY
$33.69 - $36.47 $232,932 - $252,153
6,914 New
6,914 $250,000
Q2 2023

Aug 09, 2023
BUY
$33.2 - $35.75 $170,515 - $183,612
5,136 New
5,136 $176,000
Q4 2022

Feb 10, 2023
SELL
$30.18 - $34.51 $2,987 - $3,416
-99 Reduced 1.85%
5,239 $172,000
Q3 2022

Oct 27, 2022
BUY
$31.04 - $35.55 $165,691 - $189,765
5,338 New
5,338 $166,000
Q2 2022

Aug 09, 2022
SELL
$33.85 - $40.03 $190,880 - $225,729
-5,639 Closed
0 $0
Q1 2022

Apr 13, 2022
BUY
$35.69 - $43.02 $18,737 - $22,585
525 Added 10.27%
5,639 $218,000
Q4 2021

Jan 18, 2022
BUY
$40.07 - $44.51 $8,374 - $9,302
209 Added 4.26%
5,114 $212,000
Q3 2021

Oct 18, 2021
BUY
$41.44 - $45.27 $203,263 - $222,049
4,905 New
4,905 $209,000
Q1 2020

Apr 23, 2020
SELL
$25.76 - $38.65 $2,833 - $4,251
-110 Closed
0 $0
Q3 2019

Oct 18, 2019
SELL
$34.28 - $35.36 $44,735 - $46,144
-1,305 Reduced 92.23%
110 $4,000
Q1 2019

May 15, 2019
BUY
N/A
1,415 New
1,415 $49,000

Others Institutions Holding SPEM

# of Institutions
886
Shares Held
211M
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 Coastal Investment Advisors, Inc. Portfolio

Follow Coastal Investment Advisors, Inc. 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 Coastal Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Coastal Investment Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email