Wallace Advisory Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Wallace Advisory Group, LLC

$144 Billion
Q1 2025

A detailed history of Wallace Advisory Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wallace Advisory Group, LLC holds 17,428 shares of SPEM stock, worth $712,456. This represents 0.46% of its overall portfolio holdings.

Number of Shares

17,428

Previous 12,975 34.32%

Holding current value

$712,456

Previous $536 Million 24.85%

% of portfolio

0.46%

Previous 0.37%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	BUY	$37.07 - $40.63 $165,072 - $180,925	4,453 Added 34.32%	17,428 $669 Million
Q4 2024 Jan 13, 2025	SELL	$38.37 - $42.82 $18,417 - $20,553	-480 Reduced 3.57%	12,975 $536 Million
Q2 2024 Aug 14, 2024	BUY	$35.3 - $38.79 $18,814 - $20,675	533 Added 4.12%	13,455 $507 Million
Q1 2024 Apr 12, 2024	SELL	$33.69 - $36.47 $128,392 - $138,987	-3,811 Reduced 22.78%	12,922 $458 Million
Q4 2023 Jan 08, 2024	SELL	$32.26 - $35.46 $12,549 - $13,793	-389 Reduced 2.27%	16,733 $562 Million
Q3 2023 Oct 05, 2023	SELL	$33.36 - $36.37 $7,806 - $8,510	-234 Reduced 1.35%	17,122 $589 Million
Q1 2023 May 10, 2023	SELL	$32.49 - $36.44 $1.23 Million - $1.38 Million	-37,808 Reduced 68.54%	17,356 $592 Million
Q4 2022 Feb 21, 2023	BUY	$30.18 - $34.51 $1.66 Million - $1.9 Million	55,164 New	55,164 $1.82 Billion

Others Institutions Holding SPEM

# of Institutions

910

Shares Held

208M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
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Wallace Advisory Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History