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

Fsm Wealth Advisors, LLC

  • $690 Million
  • Q3 2025

A detailed history of Fsm Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 8,558 shares of SPEM stock, worth $406,077. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,558
Previous 8,484 0.87%
Holding current value
$406,077
Previous $362,000 10.5%
% of portfolio
0.06%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$42.67 - $46.91 $3,157 - $3,471
74 Added 0.87%
8,558 $400,000
Q2 2025

Jul 30, 2025
SELL
$34.72 - $42.74 $3,333 - $4,103
-96 Reduced 1.12%
8,484 $362,000
Q1 2025

Apr 28, 2025
BUY
$37.07 - $40.63 $318,060 - $348,605
8,580 New
8,580 $337,000
Q4 2022

Jan 19, 2023
BUY
$30.18 - $34.51 $366,083 - $418,606
12,130 New
12,130 $0

Others Institutions Holding SPEM

# of Institutions
986
Shares Held
241M
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
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