Strategies Wealth Advisors, LLC Spdr Ser Tr Spdr S&P Metals & Transaction History

Strategies Wealth Advisors, LLC

  • $803 Billion
  • Q4 2024

A detailed history of Strategies Wealth Advisors, LLC transactions in Spdr Ser Tr Spdr S&P Metals & stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 4,650 shares of XME stock, worth $266,445. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,650
Previous 12,150 61.73%
Holding current value
$266,445
Previous $774 Million 62.44%
% of portfolio
0.04%
Previous 0.1%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$56.27 - $69.89 $422,025 - $524,175
-7,500 Reduced 61.73%
4,650 $291 Million
Q3 2024

Oct 07, 2024
SELL
$54.2 - $65.22 $603,300 - $725,963
-11,131 Reduced 47.81%
12,150 $774 Million
Q2 2024

Jul 29, 2024
SELL
$57.95 - $65.15 $1.04 Million - $1.16 Million
-17,867 Reduced 43.42%
23,281 $1.38 Billion
Q1 2024

Apr 22, 2024
SELL
$54.61 - $60.28 $1.79 Million - $1.98 Million
-32,845 Reduced 44.39%
41,148 $2.48 Billion
Q4 2023

Jan 22, 2024
BUY
$48.56 - $61.4 $60,408 - $76,381
1,244 Added 1.71%
73,993 $4.43 Billion
Q3 2023

Oct 10, 2023
BUY
$49.55 - $53.9 $46,626 - $50,719
941 Added 1.31%
72,749 $3.82 Billion
Q2 2023

Jul 12, 2023
BUY
$44.52 - $53.48 $134,494 - $161,563
3,021 Added 4.39%
71,808 $3.65 Billion
Q1 2023

Jun 27, 2023
BUY
$49.12 - $59.08 $299,582 - $360,328
6,099 Added 9.73%
68,787 $3.66 Billion
Q4 2022

Jun 27, 2023
BUY
$44.17 - $54.79 $896,385 - $1.11 Million
20,294 Added 47.87%
62,688 $3.12 Billion
Q2 2022

Jun 27, 2023
BUY
$43.4 - $65.85 $1.84 Million - $2.79 Million
42,394 New
42,394 $1.84 Billion

Others Institutions Holding XME

# of Institutions
346
Shares Held
21.9M
Call Options Held
4.54M
Put Options Held
11.2M
View Full List

About SPDR SER TR SPDR S&P METALS &

XME Quotes by TradingView
  • Ticker XME
  • Sector ETFs
  • Industry ETFs
More about XME
Track This Portfolio

Track Strategies Wealth Advisors, LLC Portfolio

Follow Strategies Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategies Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategies Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email