Wcg Wealth Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Wcg Wealth Advisors LLC

  • $1.48 Billion
  • Q3 2024

A detailed history of Wcg Wealth Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 440,586 shares of SPEM stock, worth $17.3 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
440,586
Previous 467,641 5.79%
Holding current value
$17.3 Million
Previous $17.6 Million 3.24%
% of portfolio
1.23%
Previous 1.3%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$36.02 - $41.68 $974,521 - $1.13 Million
-27,055 Reduced 5.79%
440,586 $18.2 Million
Q2 2024

Aug 12, 2024
BUY
$35.3 - $38.79 $1.15 Million - $1.26 Million
32,444 Added 7.46%
467,641 $17.6 Million
Q1 2024

May 13, 2024
SELL
$33.69 - $36.47 $4.98 Million - $5.39 Million
-147,786 Reduced 25.35%
435,197 $15.7 Million
Q4 2023

Feb 08, 2024
SELL
$32.26 - $35.46 $3.01 Million - $3.31 Million
-93,349 Reduced 13.8%
582,983 $20.6 Million
Q3 2023

Nov 09, 2023
BUY
$33.36 - $36.37 $1.59 Million - $1.73 Million
47,518 Added 7.56%
676,332 $23 Million
Q2 2023

Aug 14, 2023
BUY
$33.2 - $35.75 $6.09 Million - $6.56 Million
183,367 Added 41.16%
628,814 $21.6 Million
Q1 2023

May 15, 2023
BUY
$32.49 - $36.44 $944,029 - $1.06 Million
29,056 Added 6.98%
445,447 $15.2 Million
Q4 2022

Feb 14, 2023
BUY
$30.18 - $34.51 $264,286 - $302,204
8,757 Added 2.15%
416,391 $13.7 Million
Q3 2022

Nov 14, 2022
BUY
$31.04 - $35.55 $572,408 - $655,577
18,441 Added 4.74%
407,634 $12.7 Million
Q2 2022

Aug 23, 2022
SELL
$33.85 - $40.03 $4.8 Million - $5.67 Million
-141,744 Reduced 26.7%
389,193 $13.5 Million
Q2 2022

Aug 15, 2022
BUY
$33.85 - $40.03 $18 Million - $21.3 Million
530,937 New
530,937 $16.9 Million

Others Institutions Holding SPEM

# of Institutions
813
Shares Held
195M
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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