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 45,856 shares of SPEM stock, worth $1.94 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
45,856
Previous 45,664 0.42%
Holding current value
$1.94 Million
Previous $1.65 Million 4.54%
% of portfolio
0.18%
Previous 0.17%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SPDR SER TR FDS SPDR PORTFOLIO


  • Ticker SPEM
  • Sector ETFs
  • Industry ETFs
More about SPEM
Track This Portfolio

Track Wbh Advisory Inc Portfolio

Follow Wbh Advisory Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wbh Advisory Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wbh Advisory Inc with notifications on news.