Great Point Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Great Point Wealth Advisors, LLC

  • $421 Million
  • Q1 2024

A detailed history of Great Point Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Great Point Wealth Advisors, LLC holds 108,128 shares of SPEM stock, worth $4.16 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares
108,128
Previous 110,316 1.98%
Holding current value
$4.16 Million
Previous $3.91 Million 0.18%
% of portfolio
0.93%
Previous 1.02%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
SELL
$33.69 - $36.47 $73,713 - $79,796
-2,188 Reduced 1.98%
108,128 $3.91 Million
Q4 2023

Jan 22, 2024
SELL
$32.26 - $35.46 $10,871 - $11,950
-337 Reduced 0.3%
110,316 $3.91 Million
Q3 2023

Oct 13, 2023
SELL
$33.36 - $36.37 $90,305 - $98,453
-2,707 Reduced 2.39%
110,653 $3.71 Million
Q2 2023

Aug 02, 2023
SELL
$33.2 - $35.75 $10,956 - $11,797
-330 Reduced 0.29%
113,360 $3.9 Million
Q1 2023

May 12, 2023
SELL
$32.49 - $36.44 $5,588 - $6,267
-172 Reduced 0.15%
113,690 $3.88 Million
Q4 2022

Feb 07, 2023
SELL
$30.26 - $34.51 $998 - $1,138
-33 Reduced 0.03%
113,862 $3.75 Million
Q3 2022

Nov 09, 2022
SELL
N/A
-816 Reduced 0.71%
113,895 $3.54 Million
Q2 2022

Aug 25, 2022
SELL
N/A
-40,312 Reduced 26.0%
114,711 $3.99 Million
Q1 2022

May 03, 2022
SELL
N/A
-3,271 Reduced 2.07%
155,023 $5.99 Million
Q4 2021

Feb 09, 2022
SELL
N/A
-2,226 Reduced 1.39%
158,294 $6.57 Million
Q3 2021

Nov 03, 2021
SELL
N/A
-337 Reduced 0.21%
160,520 $6.83 Million
Q2 2021

Aug 12, 2021
SELL
N/A
-80,888 Reduced 33.46%
160,857 $7.32 Million
Q1 2021

May 11, 2021
BUY
N/A
30,126 Added 14.24%
241,745 $10.6 Million
Q4 2020

Jan 29, 2021
BUY
N/A
9,810 Added 4.86%
211,619 $8.92 Million
Q2 2020

Jul 24, 2020
BUY
N/A
10,749 Added 5.63%
201,809 $6.75 Million
Q1 2020

May 13, 2020
SELL
N/A
-17,984 Reduced 8.6%
191,060 $5.44 Million
Q4 2019

Feb 28, 2020
BUY
N/A
31,782 Added 17.93%
209,044 $7.86 Million
Q3 2019

Oct 17, 2019
BUY
N/A
22,732 Added 14.71%
177,262 $6.08 Million
Q2 2019

Aug 06, 2019
BUY
N/A
13,015 Added 9.2%
154,530 $5.53 Million
Q1 2019

May 15, 2019
BUY
N/A
12,419 Added 9.62%
141,515 $5.06 Million
Q4 2018

Feb 14, 2019
BUY
N/A
129,096 New
129,096 $4.18 Million

Others Institutions Holding SPEM

# of Institutions
742
Shares Held
185M
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 Great Point Wealth Advisors, LLC Portfolio

Follow Great Point Wealth 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 Great Point Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Great Point Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email