Grey Fox Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Grey Fox Wealth Advisors, LLC

$375 Billion
Q1 2025

A detailed history of Grey Fox Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Grey Fox Wealth Advisors, LLC holds 180,401 shares of SPEM stock, worth $7.11 Million. This represents 1.89% of its overall portfolio holdings.

Number of Shares

180,401

Previous 168,865 6.83%

Holding current value

$7.11 Million

Previous $6.48 Billion 9.62%

% of portfolio

1.89%

Previous 1.78%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$37.07 - $40.63 $427,639 - $468,707	11,536 Added 6.83%	180,401 $7.1 Billion
Q4 2024 Feb 11, 2025	BUY	$38.37 - $42.82 $228,416 - $254,907	5,953 Added 3.65%	168,865 $6.48 Billion
Q3 2024 Oct 22, 2024	BUY	$36.02 - $41.68 $1.43 Million - $1.65 Million	39,689 Added 32.21%	162,912 $6.73 Billion
Q2 2024 Jul 30, 2024	BUY	$35.3 - $38.79 $274,669 - $301,824	7,781 Added 6.74%	123,223 $4.64 Billion
Q1 2024 Apr 11, 2024	BUY	$33.69 - $36.47 $602,848 - $652,594	17,894 Added 18.34%	115,442 $4.18 Billion
Q4 2023 Jan 17, 2024	BUY	$32.26 - $35.46 $433,638 - $476,653	13,442 Added 15.98%	97,548 $3.45 Billion
Q3 2023 Oct 24, 2023	BUY	$33.36 - $36.37 $2.3 Million - $2.51 Million	68,912 Added 453.55%	84,106 $2.82 Billion
Q2 2023 Aug 03, 2023	BUY	$33.2 - $35.75 $4,581 - $4,933	138 Added 0.92%	15,194 $522 Million
Q1 2023 May 09, 2023	SELL	$32.49 - $36.44 $270,869 - $303,800	-8,337 Reduced 35.64%	15,056 $514 Million
Q4 2022 Feb 14, 2023	BUY	$30.18 - $34.51 $706,000 - $807,292	23,393 New	23,393 $771 Million

Others Institutions Holding SPEM

# of Institutions

886

Shares Held

211M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
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Grey Fox Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History