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 $2.27 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

57,714

Previous 51,966 11.06%

Holding current value

$2.27 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

889

Shares Held

208M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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