Wbh Advisory Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History

Wbh Advisory Inc

$1.16 Billion
Q2 2025

A detailed history of Wbh Advisory Inc transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wbh Advisory Inc holds 86,684 shares of SPEM stock, worth $4.1 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

86,684

Previous 50,577 71.39%

Holding current value

$4.1 Million

Previous $1.99 Million 86.04%

% of portfolio

0.32%

Previous 0.19%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$34.72 - $42.74 $1.25 Million - $1.54 Million	36,107 Added 71.39%	86,684 $3.7 Million
Q1 2025 May 09, 2025	BUY	$37.07 - $40.63 $71,396 - $78,253	1,926 Added 3.96%	50,577 $1.99 Million
Q4 2024 Jan 30, 2025	BUY	$38.37 - $42.82 $81,497 - $90,949	2,124 Added 4.57%	48,651 $1.87 Million
Q3 2024 Oct 15, 2024	BUY	$36.02 - $41.68 $24,169 - $27,967	671 Added 1.46%	46,527 $1.92 Million
Q2 2024 Jul 11, 2024	BUY	$35.3 - $38.79 $6,777 - $7,447	192 Added 0.42%	45,856 $1.73 Million
Q1 2024 Apr 16, 2024	SELL	$33.69 - $36.47 $16,878 - $18,271	-501 Reduced 1.09%	45,664 $1.65 Million
Q4 2023 Jan 09, 2024	BUY	$32.26 - $35.46 $227,174 - $249,709	7,042 Added 18.0%	46,165 $1.63 Million
Q3 2023 Oct 10, 2023	SELL	$33.36 - $36.37 $65,752 - $71,685	-1,971 Reduced 4.8%	39,123 $1.31 Million
Q2 2023 Jul 12, 2023	BUY	$33.2 - $35.75 $112,581 - $121,228	3,391 Added 8.99%	41,094 $1.41 Million
Q1 2023 Apr 20, 2023	BUY	$32.49 - $36.44 $631,053 - $707,774	19,423 Added 106.25%	37,703 $1.29 Million
Q3 2022 Oct 18, 2022	BUY	$31.04 - $35.55 $142,132 - $162,783	4,579 Added 33.42%	18,280 $567,000
Q2 2022 Jul 12, 2022	BUY	$33.85 - $40.03 $463,778 - $548,451	13,701 New	13,701 $463,000

Others Institutions Holding SPEM

# of Institutions

957

Shares Held

225M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
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