Wealth Alliance Advisory Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Wealth Alliance Advisory Group, LLC

$416 Million
Q1 2025

A detailed history of Wealth Alliance Advisory Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wealth Alliance Advisory Group, LLC holds 142,548 shares of SPEM stock, worth $5.91 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares

142,548

Previous 214,785 33.63%

Holding current value

$5.91 Million

Previous $8.24 Million 31.77%

% of portfolio

1.35%

Previous 1.88%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$37.07 - $40.63 $2.68 Million - $2.93 Million	-72,237 Reduced 33.63%	142,548 $5.62 Million
Q4 2024 Jan 15, 2025	BUY	$38.37 - $42.82 $44,816 - $50,013	1,168 Added 0.55%	214,785 $8.24 Million
Q3 2024 Oct 18, 2024	BUY	$36.02 - $41.68 $124,196 - $143,712	3,448 Added 1.64%	213,617 $8.82 Million
Q2 2024 Jul 30, 2024	BUY	$35.3 - $38.79 $143,635 - $157,836	4,069 Added 1.97%	210,169 $7.92 Million
Q1 2024 Apr 15, 2024	BUY	$33.69 - $36.47 $399,832 - $432,825	11,868 Added 6.11%	206,100 $7.46 Million
Q4 2023 Jan 10, 2024	BUY	$32.26 - $35.46 $265,499 - $291,835	8,230 Added 4.42%	194,232 $6.88 Million
Q3 2023 Oct 10, 2023	BUY	$33.36 - $36.37 $162,863 - $177,558	4,882 Added 2.7%	186,002 $6.24 Million
Q2 2023 Jul 13, 2023	SELL	$33.2 - $35.75 $70,948 - $76,397	-2,137 Reduced 1.17%	181,120 $6.23 Million
Q1 2023 May 02, 2023	BUY	$32.49 - $36.44 $17,512 - $19,641	539 Added 0.29%	183,257 $6.25 Million
Q4 2022 Jan 17, 2023	BUY	$30.18 - $34.51 $319,787 - $365,667	10,596 Added 6.16%	182,718 $0
Q3 2022 Oct 12, 2022	BUY	$31.04 - $35.55 $5.34 Million - $6.12 Million	172,122 New	172,122 $5.34 Million

Others Institutions Holding SPEM

# of Institutions

910

Shares Held

207M

Call Options Held

Put Options Held

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
Sector ETFs
Industry ETFs

More about SPEM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Alliance Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Alliance Advisory Group, LLC with notifications on news.

Account

Wealth Alliance Advisory Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History