Forvis Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Forvis Wealth Advisors, LLC

$3.96 Billion
Q2 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 13,366 shares of SPEM stock, worth $511,784. This represents 0.01% of its overall portfolio holdings.

Number of Shares

13,366

Previous 13,515 1.1%

Holding current value

$511,784

Previous $489,000 2.86%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$35.3 - $38.79 $5,259 - $5,779	-149 Reduced 1.1%	13,366 $503,000
Q1 2024 Apr 19, 2024	SELL	$33.69 - $36.47 $44,403 - $48,067	-1,318 Reduced 8.89%	13,515 $489,000
Q4 2023 Jan 11, 2024	SELL	$32.26 - $35.46 $40,679 - $44,715	-1,261 Reduced 7.84%	14,833 $525,000
Q3 2023 Oct 25, 2023	SELL	$33.36 - $36.37 $32,892 - $35,860	-986 Reduced 5.77%	16,094 $540,000
Q2 2023 Aug 08, 2023	SELL	$33.2 - $35.75 $12,317 - $13,263	-371 Reduced 2.13%	17,080 $587,000
Q1 2023 Apr 26, 2023	SELL	$32.49 - $36.44 $48,897 - $54,842	-1,505 Reduced 7.94%	17,451 $595,000
Q4 2022 Feb 02, 2023	BUY	$30.18 - $34.51 $2,927 - $3,347	97 Added 0.51%	18,956 $624,000
Q3 2022 Oct 13, 2022	SELL	$31.04 - $35.55 $20,238 - $23,178	-652 Reduced 3.34%	18,859 $586,000
Q2 2022 Jul 22, 2022	BUY	$33.85 - $40.03 $459,919 - $543,887	13,587 Added 229.36%	19,511 $678,000
Q4 2021 Jan 14, 2022	SELL	$40.07 - $44.51 $5,409 - $6,008	-135 Reduced 2.23%	5,924 $246,000
Q2 2021 Jul 14, 2021	SELL	$42.87 - $46.35 $31,723 - $34,299	-740 Reduced 10.88%	6,059 $276,000
Q2 2020 Jul 15, 2020	SELL	$27.38 - $34.3 $124,606 - $156,099	-4,551 Reduced 40.1%	6,799 $227,000
Q1 2020 Apr 10, 2020	SELL	$25.76 - $38.65 $17,259 - $25,895	-670 Reduced 5.57%	11,350 $323,000
Q3 2019 Oct 29, 2019	BUY	$34.28 - $35.36 $412,045 - $425,027	12,020 New	12,020 $412,000

Others Institutions Holding SPEM

# of Institutions

767

Shares Held

194M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
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Forvis Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History