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

Jfs Wealth Advisors, LLC

  • $1.56 Billion
  • Q2 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 29,833 shares of SPEM stock, worth $1.4 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
29,833
Previous 30,040 0.69%
Holding current value
$1.4 Million
Previous $1.18 Million 7.87%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Jul 24, 2025
SELL
$34.72 - $42.74 $7,187 - $8,847
-207 Reduced 0.69%
29,833 $1.28 Million
Q1 2025

Apr 22, 2025
SELL
$37.07 - $40.63 $4,707 - $5,160
-127 Reduced 0.42%
30,040 $1.18 Million
Q4 2024

Jan 30, 2025
SELL
$38.37 - $42.82 $7,098 - $7,921
-185 Reduced 0.61%
30,167 $1.16 Million
Q3 2024

Oct 25, 2024
BUY
$36.02 - $41.68 $4,358 - $5,043
121 Added 0.4%
30,352 $1.25 Million
Q2 2024

Jul 15, 2024
SELL
$35.3 - $38.79 $13,943 - $15,322
-395 Reduced 1.29%
30,231 $1.14 Million
Q1 2024

Apr 30, 2024
SELL
$33.69 - $36.47 $6,738 - $7,294
-200 Reduced 0.65%
30,626 $1.11 Million
Q4 2023

Feb 07, 2024
SELL
$32.26 - $35.46 $25,291 - $27,800
-784 Reduced 2.48%
30,826 $1.09 Million
Q3 2023

Nov 02, 2023
SELL
$33.36 - $36.37 $2,868 - $3,127
-86 Reduced 0.27%
31,610 $1.06 Million
Q2 2023

Aug 07, 2023
BUY
$33.2 - $35.75 $2,124 - $2,288
64 Added 0.2%
31,696 $1.09 Million
Q1 2023

Apr 19, 2023
SELL
$32.49 - $36.44 $28,688 - $32,176
-883 Reduced 2.72%
31,632 $1.08 Million
Q4 2022

Feb 13, 2023
SELL
$30.18 - $34.51 $84,353 - $96,455
-2,795 Reduced 7.92%
32,515 $1.07 Million
Q3 2022

Oct 21, 2022
SELL
$31.04 - $35.55 $10,367 - $11,873
-334 Reduced 0.94%
35,310 $1.1 Million
Q1 2022

May 02, 2022
BUY
$35.69 - $43.02 $25,946 - $31,275
727 Added 2.08%
35,644 $1.38 Million
Q4 2021

Feb 03, 2022
BUY
$40.07 - $44.51 $69,160 - $76,824
1,726 Added 5.2%
34,917 $1.45 Million
Q3 2021

Nov 09, 2021
SELL
$41.44 - $45.27 $34,768 - $37,981
-839 Reduced 2.47%
33,191 $1.41 Million
Q2 2021

Aug 04, 2021
SELL
$42.87 - $46.35 $7,888 - $8,528
-184 Reduced 0.54%
34,030 $1.55 Million
Q1 2021

Apr 28, 2021
BUY
$42.41 - $47.37 $7,506 - $8,384
177 Added 0.52%
34,214 $1.5 Million
Q4 2020

Feb 01, 2021
BUY
$36.44 - $42.49 $4,482 - $5,226
123 Added 0.36%
34,037 $1.44 Million
Q3 2020

Oct 28, 2020
SELL
$33.84 - $37.9 $16,683 - $18,684
-493 Reduced 1.43%
33,914 $1.24 Million
Q2 2020

Aug 05, 2020
BUY
$27.38 - $34.3 $82,988 - $103,963
3,031 Added 9.66%
34,407 $1.15 Million
Q1 2020

Apr 29, 2020
BUY
$25.76 - $38.65 $659,507 - $989,517
25,602 Added 443.4%
31,376 $893,000
Q4 2019

Feb 03, 2020
BUY
$33.84 - $38.03 $8,256 - $9,279
244 Added 4.41%
5,774 $217,000
Q3 2019

Oct 31, 2019
BUY
$34.28 - $35.36 $4,593 - $4,738
134 Added 2.48%
5,530 $190,000
Q2 2019

Aug 06, 2019
SELL
N/A
-34 Reduced 0.63%
5,396 $193,000
Q1 2019

Apr 23, 2019
SELL
N/A
-10,098 Reduced 65.03%
5,430 $194,000
Q4 2018

Jan 28, 2019
BUY
N/A
10,525 Added 210.37%
15,528 $502,000
Q3 2018

Nov 09, 2018
BUY
N/A
908 Added 22.17%
5,003 $174,000
Q2 2018

Jul 26, 2018
BUY
N/A
624 Added 17.98%
4,095 $145,000
Q1 2018

Apr 26, 2018
BUY
N/A
2,213 Added 175.91%
3,471 $136,000
Q4 2017

Jan 31, 2018
BUY
N/A
1,258
1,258 $48,000

Others Institutions Holding SPEM

# of Institutions
960
Shares Held
226M
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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