A detailed history of Wealth Advisors Of Iowa, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wealth Advisors Of Iowa, LLC holds 351,402 shares of SPEM stock, worth $14.6 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
351,402
Previous 15,086 2229.33%
Holding current value
$14.6 Million
Previous $545,000 2328.81%
% of portfolio
0.55%
Previous 0.33%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$35.3 - $38.79 $11.9 Million - $13 Million
336,316 Added 2229.33%
351,402 $13.2 Million
Q1 2024

May 07, 2024

BUY
$33.69 - $36.47 $83,180 - $90,044
2,469 Added 19.57%
15,086 $545,000
Q4 2023

Feb 08, 2024

BUY
$32.26 - $35.46 $3,355 - $3,687
104 Added 0.83%
12,617 $446,000
Q3 2023

Nov 07, 2023

BUY
$33.36 - $36.37 $90,405 - $98,562
2,710 Added 27.64%
12,513 $420,000
Q2 2023

Jul 25, 2023

SELL
$33.2 - $35.75 $10,856 - $11,690
-327 Reduced 3.23%
9,803 $337,000
Q1 2023

May 09, 2023

BUY
$32.49 - $36.44 $118,003 - $132,350
3,632 Added 55.89%
10,130 $345,000
Q4 2022

Feb 10, 2023

BUY
$30.18 - $34.51 $196,109 - $224,245
6,498 New
6,498 $214,000

Others Institutions Holding SPEM

About SPDR SER TR FDS SPDR PORTFOLIO


  • Ticker SPEM
  • Sector ETFs
  • Industry ETFs
More about SPEM
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