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

Valued Wealth Advisors LLC

  • $167 Billion
  • Q1 2025

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 22,640 shares of SPEM stock, worth $968,086. This represents 0.53% of its overall portfolio holdings.

Number of Shares
22,640
Previous 19,989 13.26%
Holding current value
$968,086
Previous $767 Million 16.21%
% of portfolio
0.53%
Previous 0.48%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
BUY
$37.07 - $40.63 $98,272 - $107,710
2,651 Added 13.26%
22,640 $891 Million
Q4 2024

Jan 22, 2025
BUY
$38.37 - $42.82 $33,957 - $37,895
885 Added 4.63%
19,989 $767 Million
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
916
Shares Held
208M
Call Options Held
0
Put Options Held
60
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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