Us Advisors Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Us Advisors Wealth Management, LLC

  • $286 Million
  • Q3 2024

A detailed history of Us Advisors Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 27,460 shares of SPEM stock, worth $1.08 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
27,460
Previous 33,668 18.44%
Holding current value
$1.08 Million
Previous $12.7 Million 90.99%
% of portfolio
0.4%
Previous 4.46%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
SELL
$36.02 - $41.68 $223,612 - $258,749
-6,208 Reduced 18.44%
27,460 $1.14 Million
Q2 2024

Aug 06, 2024
SELL
$35.3 - $38.79 $11,613 - $12,761
-329 Reduced 0.97%
33,668 $12.7 Million
Q1 2024

May 02, 2024
BUY
$33.69 - $36.47 $47,772 - $51,714
1,418 Added 4.35%
33,997 $1.23 Million
Q4 2023

Feb 12, 2024
SELL
$32.26 - $35.46 $1.99 Million - $2.19 Million
-61,649 Reduced 65.43%
32,579 $1.15 Million
Q3 2023

Nov 09, 2023
BUY
$33.36 - $36.37 $11,442 - $12,474
343 Added 0.37%
94,228 $3.16 Million
Q2 2023

Aug 01, 2023
BUY
$33.2 - $35.75 $104,248 - $112,255
3,140 Added 3.46%
93,885 $3.26 Million
Q1 2023

Apr 13, 2023
SELL
$32.49 - $36.44 $264,988 - $297,204
-8,156 Reduced 8.25%
90,745 $3.1 Million
Q4 2022

Feb 10, 2023
BUY
$30.18 - $34.51 $52,422 - $59,943
1,737 Added 1.79%
98,901 $3.26 Million
Q3 2022

Nov 14, 2022
SELL
$31.04 - $35.55 $8,380 - $9,598
-270 Reduced 0.28%
97,164 $3.02 Million
Q2 2022

Aug 12, 2022
BUY
$33.85 - $40.03 $258,918 - $306,189
7,649 Added 8.52%
97,434 $3.39 Million
Q1 2022

Jun 08, 2022
BUY
$35.69 - $43.02 $400,763 - $483,071
11,229 Added 14.29%
89,785 $3.47 Million
Q4 2021

Feb 14, 2022
BUY
$40.07 - $44.51 $310,101 - $344,462
7,739 Added 10.93%
78,556 $3.26 Million
Q3 2021

Nov 03, 2021
BUY
$41.44 - $45.27 $280,383 - $306,296
6,766 Added 10.56%
70,817 $3.01 Million
Q2 2021

Aug 09, 2021
BUY
$42.87 - $46.35 $485,245 - $524,635
11,319 Added 21.47%
64,051 $2.91 Million
Q1 2021

May 11, 2021
BUY
$42.41 - $47.37 $1.09 Million - $1.22 Million
25,650 Added 94.71%
52,732 $2.31 Million
Q4 2020

Feb 11, 2021
BUY
$36.44 - $42.49 $986,868 - $1.15 Million
27,082 New
27,082 $1.14 Million

Others Institutions Holding SPEM

# of Institutions
810
Shares Held
195M
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 Us Advisors Wealth Management, LLC Portfolio

Follow Us Advisors Wealth Management, 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 Us Advisors Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Us Advisors Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email