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

Foundations Investment Advisors, LLC

  • $4.87 Billion
  • Q4 2024

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 38,505 shares of SPEM stock, worth $1.54 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
38,505
Previous 39,283 1.98%
Holding current value
$1.54 Million
Previous $1.62 Million 8.88%
% of portfolio
0.03%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
869
Shares Held
212M
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 Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, 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 Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email