Phoenix Wealth Advisors Spdr Ser Tr Fds Spdr Portfolio Transaction History

Phoenix Wealth Advisors

$228 Million
Q1 2025

A detailed history of Phoenix Wealth Advisors transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Phoenix Wealth Advisors holds 78,335 shares of SPEM stock, worth $3.2 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares

78,335

Previous 64,304 21.82%

Holding current value

$3.2 Million

Previous $2.47 Million 25.01%

% of portfolio

1.36%

Previous 1.08%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$37.07 - $40.63 $520,129 - $570,079	14,031 Added 21.82%	78,335 $3.08 Million
Q4 2024 Jan 17, 2025	BUY	$38.37 - $42.82 $657,661 - $733,934	17,140 Added 36.34%	64,304 $2.47 Million
Q3 2024 Nov 08, 2024	BUY	$36.02 - $41.68 $179,847 - $208,108	4,993 Added 11.84%	47,164 $1.95 Million
Q2 2024 Jul 17, 2024	BUY	$35.3 - $38.79 $224,931 - $247,169	6,372 Added 17.8%	42,171 $1.59 Million
Q1 2024 Apr 26, 2024	BUY	$33.69 - $36.47 $340,471 - $368,565	10,106 Added 39.33%	35,799 $1.3 Million
Q4 2023 Jan 30, 2024	BUY	$32.26 - $35.46 $314,954 - $346,195	9,763 Added 61.29%	25,693 $909,000
Q3 2023 Nov 06, 2023	BUY	$33.36 - $36.37 $119,095 - $129,840	3,570 Added 28.88%	15,930 $534,000
Q2 2023 Jul 13, 2023	BUY	$33.2 - $35.75 $61,154 - $65,851	1,842 Added 17.51%	12,360 $424,000
Q1 2023 May 05, 2023	BUY	$32.49 - $36.44 $42,009 - $47,116	1,293 Added 14.02%	10,518 $358,000
Q4 2022 Feb 06, 2023	BUY	$30.18 - $34.51 $278,410 - $318,354	9,225 New	9,225 $304,000

Others Institutions Holding SPEM

# of Institutions

909

Shares Held

207M

Call Options Held

Put Options Held

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
Sector ETFs
Industry ETFs

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Phoenix Wealth Advisors Spdr Ser Tr Fds Spdr Portfolio Transaction History