Vestia Personal Wealth Advisors Spdr Ser Tr Fds Spdr Portfolio Transaction History

Vestia Personal Wealth Advisors

  • $146 Billion
  • Q2 2025

A detailed history of Vestia Personal Wealth Advisors transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 7,806 shares of SPEM stock, worth $341,746. This represents 0.23% of its overall portfolio holdings.

Number of Shares
7,806
Previous 7,570 3.12%
Holding current value
$341,746
Previous $298 Million 11.94%
% of portfolio
0.23%
Previous 0.24%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
$34.72 - $42.74 $8,193 - $10,086
236 Added 3.12%
7,806 $334 Million
Q1 2025

Apr 30, 2025
SELL
$37.07 - $40.63 $7,191 - $7,882
-194 Reduced 2.5%
7,570 $298 Million
Q4 2024

Jan 27, 2025
BUY
$38.37 - $42.82 $3,913 - $4,367
102 Added 1.33%
7,764 $298 Million
Q2 2024

Aug 09, 2024
BUY
$35.3 - $38.79 $270,468 - $297,208
7,662 New
7,662 $289 Million

Others Institutions Holding SPEM

# of Institutions
933
Shares Held
213M
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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