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

Strategies Wealth Advisors, LLC

  • $916 Billion
  • Q2 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 12,058 shares of SPEM stock, worth $568,052. This represents 0.06% of its overall portfolio holdings.

Number of Shares
12,058
Previous 11,911 1.23%
Holding current value
$568,052
Previous $469 Million 9.9%
% of portfolio
0.06%
Previous 0.06%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$34.72 - $42.74 $5,103 - $6,282
147 Added 1.23%
12,058 $515 Million
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
962
Shares Held
226M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPEM Quotes by TradingView
  • Ticker SPEM
  • Sector ETFs
  • Industry ETFs
More about SPEM
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