Goal Vest Advisory LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Goal Vest Advisory LLC

  • $309 Million
  • Q2 2024

A detailed history of Goal Vest Advisory LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Goal Vest Advisory LLC holds 503 shares of SPEM stock, worth $20,960. This represents 0.01% of its overall portfolio holdings.

Number of Shares
503
Previous 4,411 88.6%
Holding current value
$20,960
Previous $159,000 88.68%
% of portfolio
0.01%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
SELL
$35.3 - $38.79 $137,952 - $151,591
-3,908 Reduced 88.6%
503 $18,000
Q4 2023

Jan 02, 2024
SELL
$32.26 - $35.46 $972,800 - $1.07 Million
-30,155 Reduced 87.24%
4,411 $156,000
Q3 2023

Oct 10, 2023
BUY
$33.36 - $36.37 $367,026 - $400,142
11,002 Added 46.69%
34,566 $1.16 Million
Q2 2023

Jul 17, 2023
BUY
$33.2 - $35.75 $782,324 - $842,413
23,564 New
23,564 $810,000
Q1 2021

May 13, 2021
SELL
$42.41 - $47.37 $466 - $521
-11 Closed
0 $0
Q4 2020

Jan 28, 2021
BUY
$36.44 - $42.49 $400 - $467
11 New
11 $0

Others Institutions Holding SPEM

# of Institutions
767
Shares Held
194M
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 Goal Vest Advisory LLC Portfolio

Follow Goal Vest Advisory 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 Goal Vest Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goal Vest Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email