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

Outlook Wealth Advisors, LLC

$298 Million
Q1 2025

A detailed history of Outlook Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 39,605 shares of SPEM stock, worth $1.71 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

39,605

Previous 39,722 0.29%

Holding current value

$1.71 Million

Previous $1.52 Million 2.49%

% of portfolio

0.53%

Previous 0.53%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$37.07 - $40.63 $4,337 - $4,753	-117 Reduced 0.29%	39,605 $1.56 Million
Q4 2024 Jan 14, 2025	SELL	$38.37 - $42.82 $159,772 - $178,302	-4,164 Reduced 9.49%	39,722 $1.52 Million
Q3 2024 Oct 23, 2024	BUY	$36.02 - $41.68 $40,126 - $46,431	1,114 Added 2.6%	43,886 $1.81 Million
Q2 2024 Jul 18, 2024	BUY	$35.3 - $38.79 $37,912 - $41,660	1,074 Added 2.58%	42,772 $1.61 Million
Q1 2024 Apr 22, 2024	SELL	$33.69 - $36.47 $343,233 - $371,556	-10,188 Reduced 19.64%	41,698 $1.51 Million
Q4 2023 Jan 29, 2024	BUY	$32.26 - $35.46 $489,222 - $537,750	15,165 Added 41.3%	51,886 $1.84 Million
Q3 2023 Oct 10, 2023	BUY	$33.36 - $36.37 $221,143 - $241,096	6,629 Added 22.03%	36,721 $1.23 Million
Q2 2023 Jul 10, 2023	BUY	$33.2 - $35.75 $222,141 - $239,203	6,691 Added 28.59%	30,092 $1.03 Million
Q1 2023 Apr 18, 2023	BUY	$32.49 - $36.44 $760,298 - $852,732	23,401 New	23,401 $798,000
Q3 2021 Oct 22, 2021	SELL	$41.44 - $45.27 $850,390 - $928,985	-20,521 Closed	0 $0
Q2 2021 Jul 21, 2021	SELL	$42.87 - $46.35 $22,592 - $24,426	-527 Reduced 2.5%	20,521 $934,000
Q1 2021 May 04, 2021	SELL	$42.41 - $47.37 $29,644 - $33,111	-699 Reduced 3.21%	21,048 $921,000
Q4 2020 Feb 04, 2021	SELL	$36.44 - $42.49 $668,090 - $779,011	-18,334 Reduced 45.74%	21,747 $917,000
Q3 2020 Nov 10, 2020	BUY	$33.84 - $37.9 $1.36 Million - $1.52 Million	40,081 New	40,081 $1.47 Million
Q2 2020 Jul 17, 2020	SELL	$27.38 - $34.3 $1.12 Million - $1.4 Million	-40,745 Closed	0 $0
Q1 2020 Apr 16, 2020	BUY	$25.76 - $38.65 $1.05 Million - $1.57 Million	40,745 New	40,745 $1.16 Million
Q3 2019 Oct 17, 2019	SELL	$34.28 - $35.36 $1.32 Million - $1.37 Million	-38,639 Closed	0 $0
Q2 2019 Aug 15, 2019	BUY	N/A	9,729 Added 33.65%	38,639 $1.38 Million
Q1 2019 May 06, 2019	BUY	N/A	22,335 Added 339.7%	28,910 $1.03 Million
Q4 2018 Feb 13, 2019	BUY	N/A	6,575 New	6,575 $2.13 Million

Others Institutions Holding SPEM

# of Institutions

927

Shares Held

209M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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