U.S. Capital Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

U.S. Capital Wealth Advisors, LLC

$2.65 Billion
Q3 2024

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 5,094 shares of SPEM stock, worth $200,143. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,094

Holding current value

$200,143

% of portfolio

0.01%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	BUY	$36.02 - $41.68 $183,485 - $212,317	5,094 New	5,094 $210,000
Q2 2023 Aug 04, 2023	SELL	$33.2 - $35.75 $83,000 - $89,375	-2,500 Reduced 28.44%	6,289 $216,000
Q1 2023 May 11, 2023	BUY	$32.49 - $36.44 $31,580 - $35,419	972 Added 12.43%	8,789 $299,000
Q4 2022 Feb 03, 2023	BUY	$30.18 - $34.51 $235,917 - $269,764	7,817 New	7,817 $257,000

Others Institutions Holding SPEM

# of Institutions

810

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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Industry ETFs

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U.S. Capital Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History