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

Outlook Wealth Advisors, LLC

  • $288 Million
  • Q3 2024

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 43,886 shares of SPEM stock, worth $1.7 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
43,886
Previous 42,772 2.6%
Holding current value
$1.7 Million
Previous $1.61 Million 12.41%
% of portfolio
0.63%
Previous 0.58%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
813
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
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