Vance Wealth, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Vance Wealth, Inc.

  • $312 Million
  • Q3 2025

A detailed history of Vance Wealth, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Vance Wealth, Inc. holds 4,954 shares of SPEM stock, worth $235,067. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,954
Previous 5,317 6.83%
Holding current value
$235,067
Previous $227,000 1.76%
% of portfolio
0.07%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$42.67 - $46.91 $15,489 - $17,028
-363 Reduced 6.83%
4,954 $231,000
Q4 2024

Feb 13, 2025
BUY
$38.37 - $42.82 $1,189 - $1,327
31 Added 0.59%
5,317 $204,000
Q3 2024

Nov 08, 2024
BUY
$36.02 - $41.68 $190,401 - $220,320
5,286 New
5,286 $218,000

Others Institutions Holding SPEM

# of Institutions
986
Shares Held
241M
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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