Strategic Investment Advisors Spdr Ser Tr Fds Spdr Portfolio Transaction History

Strategic Investment Advisors

$940 Million
Q4 2024

A detailed history of Strategic Investment Advisors transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Strategic Investment Advisors holds 19,318 shares of SPEM stock, worth $771,367. This represents 0.08% of its overall portfolio holdings.

Number of Shares

19,318

Previous 21,792 11.35%

Holding current value

$771,367

Previous $899,000 17.58%

% of portfolio

0.08%

Previous 0.1%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$38.37 - $42.82 $94,927 - $105,936	-2,474 Reduced 11.35%	19,318 $741,000
Q3 2024 Oct 21, 2024	BUY	$36.02 - $41.68 $52,517 - $60,769	1,458 Added 7.17%	21,792 $899,000
Q2 2024 Jul 22, 2024	BUY	$35.3 - $38.79 $63,186 - $69,434	1,790 Added 9.65%	20,334 $765,000
Q1 2024 Apr 22, 2024	SELL	$33.69 - $36.47 $95,780 - $103,684	-2,843 Reduced 13.29%	18,544 $671,000
Q4 2023 Jan 10, 2024	SELL	$32.26 - $35.46 $51,809 - $56,948	-1,606 Reduced 6.98%	21,387 $757,000
Q3 2023 Oct 24, 2023	BUY	$33.36 - $36.37 $115,358 - $125,767	3,458 Added 17.7%	22,993 $771,000
Q2 2023 Aug 14, 2023	BUY	$33.2 - $35.75 $155,243 - $167,167	4,676 Added 31.47%	19,535 $671,000
Q1 2023 Apr 27, 2023	SELL	$32.49 - $36.44 $23,717 - $26,601	-730 Reduced 4.68%	14,859 $507,000
Q4 2022 Jan 19, 2023	SELL	$30.18 - $34.51 $11,709 - $13,389	-388 Reduced 2.43%	15,589 $0
Q3 2022 Oct 27, 2022	BUY	$31.04 - $35.55 $11,919 - $13,651	384 Added 2.46%	15,977 $496,000
Q2 2022 Aug 15, 2022	SELL	$33.85 - $40.03 $309,253 - $365,714	-9,136 Reduced 36.94%	15,593 $542,000
Q1 2022 Apr 28, 2022	BUY	$35.69 - $43.02 $472,107 - $569,068	13,228 Added 115.02%	24,729 $956,000
Q4 2021 Jan 26, 2022	SELL	$40.07 - $44.51 $123,575 - $137,268	-3,084 Reduced 21.15%	11,501 $477,000
Q3 2021 Oct 19, 2021	SELL	$41.44 - $45.27 $259,414 - $283,390	-6,260 Reduced 30.03%	14,585 $620,000
Q2 2021 Jul 22, 2021	SELL	$42.87 - $46.35 $38,583 - $41,715	-900 Reduced 4.14%	20,845 $948,000
Q1 2021 Apr 14, 2021	BUY	$42.41 - $47.37 $114,337 - $127,709	2,696 Added 14.15%	21,745 $952,000
Q4 2020 Jan 13, 2021	SELL	$36.44 - $42.49 $2.06 Million - $2.41 Million	-56,626 Reduced 74.83%	19,049 $803,000
Q3 2020 Oct 14, 2020	BUY	$33.84 - $37.9 $1.95 Million - $2.18 Million	57,540 Added 317.29%	75,675 $2.77 Million
Q2 2020 Aug 04, 2020	SELL	$27.38 - $34.3 $1.11 Million - $1.39 Million	-40,571 Reduced 69.11%	18,135 $607,000
Q1 2020 Apr 13, 2020	BUY	$25.76 - $38.65 $1.13 Million - $1.7 Million	44,044 Added 300.4%	58,706 $1.67 Million
Q4 2019 Jan 23, 2020	BUY	$33.84 - $38.03 $250,043 - $281,003	7,389 Added 101.59%	14,662 $551,000
Q3 2019 Oct 25, 2019	SELL	$34.28 - $35.36 $1.21 Million - $1.25 Million	-35,316 Reduced 82.92%	7,273 $249,000
Q2 2019 Jul 23, 2019	BUY	N/A	3,545 Added 9.08%	42,589 $1.53 Million
Q1 2019 Apr 30, 2019	BUY	N/A	31,378 Added 409.31%	39,044 $1.4 Million
Q4 2018 Feb 08, 2019	BUY	N/A	7,666 New	7,666 $248,000

Others Institutions Holding SPEM

# of Institutions

877

Shares Held

206M

Call Options Held

Put Options Held

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
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Strategic Investment Advisors Spdr Ser Tr Fds Spdr Portfolio Transaction History