A detailed history of Uptown Financial Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Uptown Financial Advisors LLC holds 141,170 shares of SPEM stock, worth $6.65 Million. This represents 5.45% of its overall portfolio holdings.

Number of Shares
141,170
Previous 139,914 0.9%
Holding current value
$6.65 Million
Previous $5.98 Billion 10.51%
% of portfolio
5.45%
Previous 5.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025

BUY
$42.67 - $46.91 $53,593 - $58,918
1,256 Added 0.9%
141,170 $6.61 Billion
Q2 2025

Jul 10, 2025

SELL
$34.72 - $42.74 $98,604 - $121,381
-2,840 Reduced 1.99%
139,914 $5.98 Billion
Q1 2025

May 06, 2025

BUY
$37.07 - $40.63 $205,849 - $225,618
5,553 Added 4.05%
142,754 $5.62 Billion
Q4 2024

Apr 29, 2025

BUY
$38.37 - $42.82 $5.26 Million - $5.87 Million
137,201 New
137,201 $5.26 Billion

Others Institutions Holding SPEM

About SPDR SER TR FDS SPDR PORTFOLIO


  • Ticker SPEM
  • Sector ETFs
  • Industry ETFs
More about SPEM
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