Uptown Financial Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Uptown Financial Advisors LLC

  • $121 Billion
  • Q3 2025

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

# 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
Track This Portfolio

Track Uptown Financial Advisors LLC Portfolio

Follow Uptown Financial 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 Uptown Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Uptown Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email