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

Grey Fox Wealth Advisors, LLC

$284 Billion
Q2 2024

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 123,223 shares of SPEM stock, worth $5.22 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares

123,223

Previous 115,442 6.74%

Holding current value

$5.22 Million

Previous $4.18 Billion 11.1%

% of portfolio

1.63%

Previous 1.57%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

766

Shares Held

194M

Call Options Held

Put Options Held

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
Sector ETFs
Industry ETFs

More about SPEM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Grey Fox Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Grey Fox Wealth Advisors, LLC with notifications on news.

Account

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