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

Elwood & Goetz Wealth Advisory Group, LLC

  • $402 Million
  • Q3 2024

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 50,633 shares of SPEM stock, worth $1.96 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
50,633
Previous 50,805 0.34%
Holding current value
$1.96 Million
Previous $1.91 Million 9.25%
% of portfolio
0.52%
Previous 0.55%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
823
Shares Held
196M
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 Elwood & Goetz Wealth Advisory Group, LLC Portfolio

Follow Elwood & Goetz Wealth Advisory Group, LLC 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 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.

Choose your preferred platform and Sign Up 👇 Telegram Email