Strategies Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Strategies Wealth Advisors, LLC

$819 Billion
Q1 2025

A detailed history of Strategies Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 11,911 shares of SPEM stock, worth $522,535. This represents 0.06% of its overall portfolio holdings.

Number of Shares

11,911

Previous 12,587 5.37%

Holding current value

$522,535

Previous $498 Million 5.92%

% of portfolio

0.06%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$37.07 - $40.63 $25,059 - $27,465	-676 Reduced 5.37%	11,911 $469 Million
Q4 2024 Feb 13, 2025	SELL	$38.37 - $42.82 $228,761 - $255,292	-5,962 Reduced 32.14%	12,587 $498 Million
Q3 2024 Oct 07, 2024	SELL	$36.02 - $41.68 $128,699 - $148,922	-3,573 Reduced 16.15%	18,549 $766 Million
Q2 2024 Jul 29, 2024	SELL	$35.3 - $38.79 $96,969 - $106,556	-2,747 Reduced 11.05%	22,122 $833 Million
Q1 2024 Apr 22, 2024	SELL	$33.69 - $36.47 $1.01 Million - $1.1 Million	-30,099 Reduced 54.76%	24,869 $900 Million
Q4 2023 Jan 22, 2024	SELL	$32.26 - $35.46 $11.9 Million - $13.1 Million	-369,929 Reduced 87.06%	54,968 $1.95 Billion
Q3 2023 Oct 10, 2023	BUY	$33.36 - $36.37 $14.2 Million - $15.5 Million	424,897 New	424,897 $14.3 Billion

Others Institutions Holding SPEM

# of Institutions

928

Shares Held

209M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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