Foundations Investment Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Foundations Investment Advisors, LLC

$5.1 Billion
Q1 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 32,944 shares of SPEM stock, worth $1.35 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

32,944

Previous 38,505 14.44%

Holding current value

$1.35 Million

Previous $1.48 Million 12.19%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$37.07 - $40.63 $206,146 - $225,943	-5,561 Reduced 14.44%	32,944 $1.3 Million
Q4 2024 Jan 22, 2025	SELL	$38.37 - $42.82 $29,851 - $33,313	-778 Reduced 1.98%	38,505 $1.48 Million
Q3 2024 Oct 21, 2024	BUY	$36.02 - $41.68 $724,398 - $838,226	20,111 Added 104.9%	39,283 $1.62 Million
Q2 2024 Aug 02, 2024	BUY	$35.3 - $38.79 $470,195 - $516,682	13,320 Added 227.61%	19,172 $722,000
Q1 2024 May 13, 2024	BUY	$33.69 - $36.47 $197,153 - $213,422	5,852 New	5,852 $211,000
Q3 2018 Nov 09, 2018	SELL	N/A	-36,345 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	N/A	36,345 New	36,345 $1.28 Million

Others Institutions Holding SPEM

# of Institutions

910

Shares Held

207M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
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Industry ETFs

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Foundations Investment Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History