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

Walkner Condon Financial Advisors LLC

$482 Million
Q1 2025

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 72,084 shares of SPEM stock, worth $2.82 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

72,084

Previous 333,409 78.38%

Holding current value

$2.82 Million

Previous $12.8 Million 77.82%

% of portfolio

0.59%

Previous 2.67%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$37.07 - $40.63 $9.69 Million - $10.6 Million	-261,325 Reduced 78.38%	72,084 $2.84 Million
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

882

Shares Held

209M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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