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

Modera Wealth Management, LLC

$8.14 Billion
Q4 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 43,872 shares of SPEM stock, worth $1.72 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

43,872

Previous 5,902 643.34%

Holding current value

$1.72 Million

Previous $243,000 592.59%

% of portfolio

0.02%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$38.37 - $42.82 $1.46 Million - $1.63 Million	37,970 Added 643.34%	43,872 $1.68 Million
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

848

Shares Held

202M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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