Modera Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Modera Wealth Management, LLC

  • $7.79 Billion
  • Q3 2024

A detailed history of Modera Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Modera Wealth Management, LLC holds 5,902 shares of SPEM stock, worth $231,889. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,902
Holding current value
$231,889
% of portfolio
0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$36.02 - $41.68 $212,590 - $245,995
5,902 New
5,902 $243,000
Q3 2023

Nov 01, 2023
BUY
$33.36 - $36.37 $426,974 - $465,499
12,799 New
12,799 $429,000
Q3 2022

Nov 01, 2022
SELL
$31.04 - $35.55 $84,056 - $96,269
-2,708 Reduced 23.49%
8,819 $274,000
Q2 2022

Jul 27, 2022
SELL
$33.85 - $40.03 $80,122 - $94,751
-2,367 Reduced 17.04%
11,527 $401,000
Q1 2022

May 03, 2022
SELL
$35.69 - $43.02 $38,259 - $46,117
-1,072 Reduced 7.16%
13,894 $537,000
Q4 2021

Feb 04, 2022
BUY
$40.07 - $44.51 $599,687 - $666,136
14,966 New
14,966 $621,000

Others Institutions Holding SPEM

# of Institutions
810
Shares Held
195M
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
Track This Portfolio

Track Modera Wealth Management, LLC Portfolio

Follow Modera Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Modera Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email