Hilltop Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Hilltop Wealth Advisors, LLC

$198 Million
Q2 2024

A detailed history of Hilltop Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Hilltop Wealth Advisors, LLC holds 17,666 shares of SPEM stock, worth $672,014. This represents 0.34% of its overall portfolio holdings.

Number of Shares

17,666

Previous 20,460 13.66%

Holding current value

$672,014

Previous $740,000 10.14%

% of portfolio

0.34%

Previous 0.38%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 03, 2024	SELL	$35.3 - $38.79 $98,628 - $108,379	-2,794 Reduced 13.66%	17,666 $665,000
Q1 2024 Apr 05, 2024	SELL	$33.69 - $36.47 $75,465 - $81,692	-2,240 Reduced 9.87%	20,460 $740,000
Q4 2023 Jan 17, 2024	SELL	$32.26 - $35.46 $10,807 - $11,879	-335 Reduced 1.45%	22,700 $803,000
Q3 2023 Oct 16, 2023	SELL	$33.36 - $36.37 $16,880 - $18,403	-506 Reduced 2.15%	23,035 $773,000
Q2 2023 Jul 19, 2023	SELL	$33.2 - $35.75 $7,171 - $7,722	-216 Reduced 0.91%	23,541 $809,000
Q1 2023 Apr 19, 2023	BUY	$32.49 - $36.44 $88,925 - $99,736	2,737 Added 13.02%	23,757 $810,000
Q4 2022 Feb 02, 2023	SELL	$30.26 - $34.51 $270,191 - $308,139	-8,929 Reduced 29.81%	21,020 $692,000
Q3 2022 Nov 10, 2022	BUY	N/A	29,949 New	29,949 $930,000

Others Institutions Holding SPEM

# of Institutions

767

Shares Held

194M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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