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

Wcg Wealth Advisors LLC

$1.42 Billion
Q2 2025

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 390,240 shares of SPEM stock, worth $18.4 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares

390,240

Previous 385,202 1.31%

Holding current value

$18.4 Million

Previous $15.2 Million 9.98%

% of portfolio

1.17%

Previous 1.25%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$34.72 - $42.74 $174,919 - $215,324	5,038 Added 1.31%	390,240 $16.7 Million
Q1 2025 May 14, 2025	SELL	$37.07 - $40.63 $2.19 Million - $2.4 Million	-59,130 Reduced 13.31%	385,202 $15.2 Million
Q4 2024 Feb 18, 2025	BUY	$38.37 - $42.82 $143,734 - $160,403	3,746 Added 0.85%	444,332 $17 Million
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

962

Shares Held

226M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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