Curtis Advisory Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Curtis Advisory Group, LLC

$378 Million
Q2 2025

A detailed history of Curtis Advisory Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Curtis Advisory Group, LLC holds 15,868 shares of SPEM stock, worth $749,604. This represents 0.18% of its overall portfolio holdings.

Number of Shares

15,868

Previous 15,533 2.16%

Holding current value

$749,604

Previous $611,000 10.97%

% of portfolio

0.18%

Previous 0.19%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$34.72 - $42.74 $11,631 - $14,317	335 Added 2.16%	15,868 $678,000
Q1 2025 May 01, 2025	SELL	$37.07 - $40.63 $27,135 - $29,741	-732 Reduced 4.5%	15,533 $611,000
Q4 2024 Feb 03, 2025	BUY	$38.37 - $42.82 $24,134 - $26,933	629 Added 4.02%	16,265 $624,000
Q3 2024 Nov 05, 2024	BUY	$36.02 - $41.68 $3,890 - $4,501	108 Added 0.7%	15,636 $645,000
Q2 2024 Jul 30, 2024	BUY	$35.3 - $38.79 $3,459 - $3,801	98 Added 0.64%	15,528 $584,000
Q1 2024 Apr 30, 2024	SELL	$33.69 - $36.47 $875 - $948	-26 Reduced 0.17%	15,430 $558,000
Q4 2023 Jan 29, 2024	BUY	$32.26 - $35.46 $498,610 - $548,069	15,456 New	15,456 $547,000

Others Institutions Holding SPEM

# of Institutions

956

Shares Held

225M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
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Curtis Advisory Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History