Valued Wealth Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Valued Wealth Advisors LLC

  • $154 Billion
  • Q3 2024

A detailed history of Valued Wealth Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 19,104 shares of SPEM stock, worth $753,843. This represents 0.51% of its overall portfolio holdings.

Number of Shares
19,104
Previous 16,649 14.75%
Holding current value
$753,843
Previous $627 Million 25.74%
% of portfolio
0.51%
Previous 0.43%

Shares

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

Oct 28, 2024
BUY
$36.02 - $41.68 $88,429 - $102,324
2,455 Added 14.75%
19,104 $789 Million
Q2 2024

Jul 16, 2024
BUY
$35.3 - $38.79 $5,153 - $5,663
146 Added 0.88%
16,649 $627 Million
Q1 2024

Apr 30, 2024
SELL
$33.69 - $36.47 $25,907 - $28,045
-769 Reduced 4.45%
16,503 $597 Million
Q4 2023

Jan 05, 2024
BUY
$32.26 - $35.46 $557,194 - $612,465
17,272 New
17,272 $580 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
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