Elwood & Goetz Wealth Advisory Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Elwood & Goetz Wealth Advisory Group, LLC

$408 Million
Q1 2025

A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 57,714 shares of SPEM stock, worth $2.39 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

57,714

Previous 51,966 11.06%

Holding current value

$2.39 Million

Previous $1.99 Million 14.0%

% of portfolio

0.56%

Previous 0.49%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$37.07 - $40.63 $213,078 - $233,541	5,748 Added 11.06%	57,714 $2.27 Million
Q4 2024 Feb 03, 2025	BUY	$38.37 - $42.82 $51,147 - $57,079	1,333 Added 2.63%	51,966 $1.99 Million
Q3 2024 Oct 23, 2024	SELL	$36.02 - $41.68 $6,195 - $7,168	-172 Reduced 0.34%	50,633 $2.09 Million
Q2 2024 Jul 30, 2024	SELL	$35.3 - $38.79 $284,800 - $312,957	-8,068 Reduced 13.7%	50,805 $1.91 Million
Q1 2024 Apr 22, 2024	SELL	$33.69 - $36.47 $65,661 - $71,080	-1,949 Reduced 3.2%	58,873 $2.13 Million
Q4 2023 Jan 18, 2024	SELL	$32.26 - $35.46 $87,456 - $96,132	-2,711 Reduced 4.27%	60,822 $2.15 Million
Q3 2023 Oct 19, 2023	BUY	$33.36 - $36.37 $1.07 Million - $1.17 Million	32,033 Added 101.69%	63,533 $2.13 Million
Q2 2023 Jul 28, 2023	SELL	$33.2 - $35.75 $11,288 - $12,155	-340 Reduced 1.07%	31,500 $1.08 Million
Q1 2023 Apr 19, 2023	SELL	$32.49 - $36.44 $206,766 - $231,904	-6,364 Reduced 16.66%	31,840 $1.09 Million
Q4 2022 Jan 27, 2023	SELL	$30.18 - $34.51 $466,492 - $533,421	-15,457 Reduced 28.8%	38,204 $1.26 Million
Q3 2022 Oct 28, 2022	BUY	$31.04 - $35.55 $355,159 - $406,763	11,442 Added 27.1%	53,661 $1.67 Million
Q2 2022 Aug 11, 2022	BUY	$33.85 - $40.03 $1.43 Million - $1.69 Million	42,219 New	42,219 $1.47 Million

Others Institutions Holding SPEM

# of Institutions

910

Shares Held

207M

Call Options Held

Put Options Held

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
Sector ETFs
Industry ETFs

More about SPEM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Elwood & Goetz Wealth Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Elwood & Goetz Wealth Advisory Group, LLC with notifications on news.

Account

Elwood & Goetz Wealth Advisory Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History