Wealth Advisors Of Iowa, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Wealth Advisors Of Iowa, LLC

$233 Billion
Q1 2025

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 39,030 shares of SPEM stock, worth $1.6 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

39,030

Previous 29,808 30.94%

Holding current value

$1.6 Million

Previous $1.14 Billion 34.35%

% of portfolio

0.66%

Previous 0.58%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$37.07 - $40.63 $341,859 - $374,689	9,222 Added 30.94%	39,030 $1.54 Billion
Q4 2024 Feb 11, 2025	BUY	$38.37 - $42.82 $246,488 - $275,075	6,424 Added 27.47%	29,808 $1.14 Billion
Q3 2024 Nov 12, 2024	SELL	$36.02 - $41.68 $11.8 Million - $13.7 Million	-328,018 Reduced 93.35%	23,384 $965 Million
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

# of Institutions

910

Shares Held

207M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
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Wealth Advisors Of Iowa, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History