Moss Adams Wealth Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Moss Adams Wealth Advisors LLC

  • $1.28 Trillion
  • Q3 2025

A detailed history of Moss Adams Wealth Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 210,060 shares of SPEM stock, worth $9.97 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
210,060
Previous 203,823 3.06%
Holding current value
$9.97 Million
Previous $8.71 Billion 12.87%
% of portfolio
0.77%
Previous 0.79%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
$42.67 - $46.91 $266,132 - $292,577
6,237 Added 3.06%
210,060 $9.83 Billion
Q2 2025

Jul 17, 2025
SELL
$34.72 - $42.74 $4.02 Million - $4.94 Million
-115,660 Reduced 36.2%
203,823 $8.71 Billion
Q1 2025

Apr 14, 2025
BUY
$37.07 - $40.63 $5.87 Million - $6.44 Million
158,460 Added 98.41%
319,483 $12.6 Billion
Q4 2024

Jan 15, 2025
BUY
$38.37 - $42.82 $267,937 - $299,012
6,983 Added 4.53%
161,023 $6.18 Billion
Q3 2024

Oct 17, 2024
SELL
$36.02 - $41.68 $220,154 - $254,748
-6,112 Reduced 3.82%
154,040 $6.36 Billion
Q2 2024

Jul 23, 2024
SELL
$35.3 - $38.79 $599,499 - $658,770
-16,983 Reduced 9.59%
160,152 $6.03 Billion
Q1 2024

May 07, 2024
BUY
$33.69 - $36.47 $2.2 Million - $2.38 Million
65,355 Added 58.47%
177,135 $6.41 Billion
Q4 2023

Feb 06, 2024
BUY
$32.26 - $35.46 $782,853 - $860,507
24,267 Added 27.73%
111,780 $3.96 Billion
Q3 2023

Dec 20, 2023
SELL
$33.36 - $36.37 $660,161 - $719,725
-19,789 Reduced 18.44%
87,513 $2.94 Billion
Q2 2023

Dec 20, 2023
BUY
$33.2 - $35.75 $196,311 - $211,389
5,913 Added 5.83%
107,302 $3.69 Billion
Q1 2023

Dec 20, 2023
SELL
$32.49 - $36.44 $1 Million - $1.13 Million
-30,874 Reduced 23.34%
101,389 $3.46 Billion
Q4 2022

Dec 20, 2023
BUY
$30.18 - $34.51 $3.99 Million - $4.56 Million
132,263 New
132,263 $4.36 Billion

Others Institutions Holding SPEM

# of Institutions
986
Shares Held
238M
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 Moss Adams Wealth Advisors LLC Portfolio

Follow Moss Adams Wealth Advisors 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 Moss Adams Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moss Adams Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email