Walkner Condon Financial Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Walkner Condon Financial Advisors LLC

  • $480 Million
  • Q4 2024

A detailed history of Walkner Condon Financial Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 333,409 shares of SPEM stock, worth $13 Million. This represents 2.67% of its overall portfolio holdings.

Number of Shares
333,409
Previous 341,396 2.34%
Holding current value
$13 Million
Previous $14.1 Million 9.23%
% of portfolio
2.67%
Previous 2.91%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
SELL
$38.37 - $42.82 $306,461 - $342,003
-7,987 Reduced 2.34%
333,409 $12.8 Million
Q3 2024

Oct 31, 2024
BUY
$36.02 - $41.68 $674,042 - $779,957
18,713 Added 5.8%
341,396 $14.1 Million
Q2 2024

Jul 26, 2024
BUY
$35.3 - $38.79 $615,490 - $676,342
17,436 Added 5.71%
322,683 $12.2 Million
Q1 2024

Apr 22, 2024
BUY
$33.69 - $36.47 $1.07 Million - $1.15 Million
31,658 Added 11.57%
305,247 $11 Million
Q4 2023

Jan 23, 2024
BUY
$32.26 - $35.46 $655,845 - $720,901
20,330 Added 8.03%
273,589 $9.69 Million
Q3 2023

Oct 19, 2023
BUY
$33.36 - $36.37 $54,810 - $59,755
1,643 Added 0.65%
253,259 $8.5 Million
Q2 2023

Jul 21, 2023
BUY
$33.2 - $35.75 $291,794 - $314,206
8,789 Added 3.62%
251,616 $8.65 Million
Q1 2023

Apr 20, 2023
BUY
$32.49 - $36.44 $506,649 - $568,245
15,594 Added 6.86%
242,827 $8.29 Million
Q4 2022

Jan 25, 2023
SELL
$30.18 - $34.51 $497,849 - $569,276
-16,496 Reduced 6.77%
227,233 $0
Q3 2022

Oct 28, 2022
BUY
$31.04 - $35.55 $263,560 - $301,855
8,491 Added 3.61%
243,729 $7.57 Million
Q2 2022

Aug 04, 2022
SELL
$33.85 - $40.03 $78,565 - $92,909
-2,321 Reduced 0.98%
235,238 $8.18 Million
Q1 2022

May 03, 2022
BUY
$35.69 - $43.02 $8.48 Million - $10.2 Million
237,559 New
237,559 $9.18 Billion
Q3 2021

Nov 04, 2021
SELL
$41.44 - $45.27 $7.68 Million - $8.39 Million
-185,372 Closed
0 $0
Q2 2021

Aug 10, 2021
BUY
$42.87 - $46.35 $2.16 Million - $2.34 Million
50,430 Added 37.37%
185,372 $8.45 Million
Q1 2021

Apr 13, 2021
SELL
$42.41 - $47.37 $342,375 - $382,418
-8,073 Reduced 5.64%
134,942 $5.91 Million
Q4 2020

Jan 12, 2021
BUY
$36.44 - $42.49 $104,254 - $121,563
2,861 Added 2.04%
143,015 $6.03 Million
Q3 2020

Nov 10, 2020
BUY
$33.84 - $37.9 $22,199 - $24,862
656 Added 0.47%
140,154 $5.12 Million
Q2 2020

Aug 26, 2020
SELL
$27.38 - $34.3 $34,663 - $43,423
-1,266 Reduced 0.9%
139,498 $4.67 Million
Q1 2020

Aug 26, 2020
BUY
$25.76 - $38.65 $937,844 - $1.41 Million
36,407 Added 34.89%
140,764 $4.01 Million
Q4 2019

Aug 26, 2020
BUY
$33.84 - $38.03 $3.53 Million - $3.97 Million
104,357 New
104,357 $3.92 Million

Others Institutions Holding SPEM

# of Institutions
841
Shares Held
199M
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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