A detailed history of Valley National Advisers Inc transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Valley National Advisers Inc holds 2,149 shares of SPEM stock, worth $84,434. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,149
Previous 2,149 -0.0%
Holding current value
$84,434
Previous $80,000 10.0%
% of portfolio
0.02%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024

SELL
$35.3 - $38.79 $247 - $271
-7 Reduced 0.32%
2,149 $80,000
Q1 2024

Apr 19, 2024

SELL
$33.69 - $36.47 $11,993 - $12,983
-356 Reduced 14.17%
2,156 $78,000
Q4 2023

Jan 25, 2024

BUY
$32.26 - $35.46 $10,903 - $11,985
338 Added 15.55%
2,512 $88,000
Q3 2023

Nov 13, 2023

SELL
$33.36 - $36.37 $934 - $1,018
-28 Reduced 1.27%
2,174 $73,000
Q1 2023

Apr 26, 2023

SELL
$32.49 - $36.44 $4,288 - $4,810
-132 Reduced 5.66%
2,202 $75,000
Q4 2022

Jan 12, 2023

SELL
$30.18 - $34.51 $814 - $931
-27 Reduced 1.14%
2,334 $82,000
Q3 2022

Nov 08, 2022

SELL
$31.04 - $35.55 $1,800 - $2,061
-58 Reduced 2.4%
2,361 $74,000
Q1 2022

May 06, 2022

SELL
$35.69 - $43.02 $178 - $215
-5 Reduced 0.21%
2,419 $93,000
Q3 2021

Nov 10, 2021

SELL
$41.44 - $45.27 $538 - $588
-13 Reduced 0.53%
2,424 $103,000
Q2 2021

Aug 02, 2021

SELL
$42.87 - $46.35 $214 - $231
-5 Reduced 0.2%
2,437 $111,000
Q3 2020

Nov 13, 2020

SELL
$33.84 - $37.9 $169 - $189
-5 Reduced 0.2%
2,442 $0
Q2 2020

Aug 10, 2020

SELL
$27.38 - $34.3 $574 - $720
-21 Reduced 0.85%
2,447 $82,000
Q1 2020

May 13, 2020

BUY
$25.76 - $38.65 $63,575 - $95,388
2,468 New
2,468 $70,000

Others Institutions Holding SPEM

About SPDR SER TR FDS SPDR PORTFOLIO


  • Ticker SPEM
  • Sector ETFs
  • Industry ETFs
More about SPEM
Track This Portfolio

Track Valley National Advisers Inc Portfolio

Follow Valley National Advisers Inc 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 Valley National Advisers Inc, based on Form 13F filings with the SEC.

News

Stay updated on Valley National Advisers Inc with notifications on news.