Paces Ferry Wealth Advisors, LLC Spdr Index Shs Fds Spdr Portfo Transaction History

Paces Ferry Wealth Advisors, LLC

  • $202 Million
  • Q2 2025

A detailed history of Paces Ferry Wealth Advisors, LLC transactions in Spdr Index Shs Fds Spdr Portfo stock. As of the latest transaction made, Paces Ferry Wealth Advisors, LLC holds 16,518 shares of SPEU stock, worth $832,507. This represents 0.4% of its overall portfolio holdings.

Number of Shares
16,518
Previous 17,122 3.53%
Holding current value
$832,507
Previous $753,000 6.24%
% of portfolio
0.4%
Previous 0.4%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$39.44 - $49.12 $23,821 - $29,668
-604 Reduced 3.53%
16,518 $800,000
Q1 2025

May 14, 2025
BUY
$39.53 - $46.13 $30,121 - $35,151
762 Added 4.66%
17,122 $753,000
Q4 2024

Feb 11, 2025
BUY
$39.84 - $43.92 $100,356 - $110,634
2,519 Added 18.2%
16,360 $651,000
Q3 2024

Nov 08, 2024
BUY
$40.63 - $44.83 $87,029 - $96,025
2,142 Added 18.31%
13,841 $614,000
Q2 2024

Aug 12, 2024
BUY
$40.35 - $44.24 $191,944 - $210,449
4,757 Added 68.52%
11,699 $488,000
Q1 2024

May 01, 2024
BUY
$38.73 - $42.28 $268,863 - $293,507
6,942 New
6,942 $292,000

Others Institutions Holding SPEU

# of Institutions
119
Shares Held
7.68M
Call Options Held
5.4K
Put Options Held
0
View Full List

About SPDR INDEX SHS FDS SPDR PORTFO

SPEU Quotes by TradingView
  • Ticker SPEU
  • Sector ETFs
  • Industry ETFs
More about SPEU
Track This Portfolio

Track Paces Ferry Wealth Advisors, LLC Portfolio

Follow Paces Ferry 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 Paces Ferry Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Paces Ferry Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email