Rooted Wealth Advisors, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Rooted Wealth Advisors, Inc.

$275 Million
Q2 2025

A detailed history of Rooted Wealth Advisors, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 16,916 shares of SPEM stock, worth $796,912. This represents 0.26% of its overall portfolio holdings.

Number of Shares

16,916

Previous 16,839 0.46%

Holding current value

$796,912

Previous $664,000 8.73%

% of portfolio

0.26%

Previous 0.28%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	BUY	$34.72 - $42.74 $2,673 - $3,290	77 Added 0.46%	16,916 $722,000
Q1 2025 Apr 08, 2025	SELL	$37.07 - $40.63 $16,051 - $17,592	-433 Reduced 2.51%	16,839 $664,000
Q4 2024 Jan 30, 2025	SELL	$38.37 - $42.82 $81,306 - $90,735	-2,119 Reduced 10.93%	17,272 $661,000
Q3 2024 Nov 12, 2024	SELL	$36.02 - $41.68 $35,011 - $40,512	-972 Reduced 4.77%	19,391 $830,000
Q2 2024 Jul 25, 2024	SELL	$35.3 - $38.79 $497,376 - $546,551	-14,090 Reduced 40.9%	20,363 $778,000
Q1 2024 Apr 17, 2024	BUY	$33.69 - $36.47 $38,271 - $41,429	1,136 Added 3.41%	34,453 $1.26 Million
Q4 2023 Feb 07, 2024	BUY	$32.26 - $35.46 $291,307 - $320,203	9,030 Added 37.18%	33,317 $1.17 Million
Q3 2023 Nov 21, 2023	BUY	$33.36 - $36.37 $275,453 - $300,307	8,257 Added 51.51%	24,287 $841,000
Q2 2023 Aug 03, 2023	SELL	$33.2 - $35.75 $3.95 Million - $4.26 Million	-119,052 Reduced 88.13%	16,030 $554,000
Q1 2023 Apr 26, 2023	BUY	$32.49 - $36.44 $22,710 - $25,471	699 Added 0.52%	135,082 $4.65 Million
Q4 2022 Feb 13, 2023	BUY	$30.18 - $34.51 $4.06 Million - $4.64 Million	134,383 New	134,383 $4.43 Million

Others Institutions Holding SPEM

# of Institutions

962

Shares Held

226M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
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Rooted Wealth Advisors, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History