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

Curtis Advisory Group, LLC

  • $320 Million
  • Q1 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 15,533 shares of SPEM stock, worth $634,989. This represents 0.19% of its overall portfolio holdings.

Number of Shares
15,533
Previous 16,265 4.5%
Holding current value
$634,989
Previous $624,000 2.08%
% of portfolio
0.19%
Previous 0.17%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
910
Shares Held
207M
Call Options Held
0
Put Options Held
60
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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