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

Grey Fox Wealth Advisors, LLC

  • $419 Billion
  • Q2 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 186,248 shares of SPEM stock, worth $8.1 Million. This represents 1.9% of its overall portfolio holdings.

Number of Shares
186,248
Previous 180,401 3.24%
Holding current value
$8.1 Million
Previous $7.1 Billion 12.08%
% of portfolio
1.9%
Previous 1.89%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$34.72 - $42.74 $203,007 - $249,900
5,847 Added 3.24%
186,248 $7.96 Billion
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
930
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
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