Strategic Wealth Advisors Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Strategic Wealth Advisors Group, LLC

$2.33 Billion
Q3 2022

A detailed history of Strategic Wealth Advisors Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 11,895 shares of SPEM stock, worth $466,521. This represents 0.02% of its overall portfolio holdings.

Number of Shares

11,895

Previous 13,495 11.86%

Holding current value

$466,521

Previous $469,000 21.32%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	SELL	$31.04 - $35.55 $49,664 - $56,879	-1,600 Reduced 11.86%	11,895 $369,000
Q2 2022 Aug 12, 2022	SELL	$33.85 - $40.03 $5.57 Million - $6.59 Million	-164,530 Reduced 92.42%	13,495 $469,000
Q1 2022 May 10, 2022	BUY	$35.69 - $43.02 $6.35 Million - $7.66 Million	178,025 New	178,025 $7.01 Million
Q3 2021 Nov 17, 2021	SELL	$41.44 - $45.27 $2.06 Million - $2.25 Million	-49,707 Closed	0 $0
Q2 2021 Aug 10, 2021	BUY	$42.87 - $46.35 $116,049 - $125,469	2,707 Added 5.76%	49,707 $2.26 Million
Q1 2021 May 07, 2021	BUY	$42.41 - $47.37 $1.05 Million - $1.17 Million	24,665 Added 110.43%	47,000 $2.06 Million
Q4 2020 Feb 12, 2021	BUY	$36.44 - $42.49 $106,587 - $124,283	2,925 Added 15.07%	22,335 $942,000
Q3 2020 Nov 30, 2020	BUY	$33.84 - $37.9 $656,834 - $735,639	19,410 New	19,410 $710,000

Others Institutions Holding SPEM

# of Institutions

812

Shares Held

195M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
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Strategic Wealth Advisors Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History