Strategies Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Strategies Wealth Advisors, LLC

$803 Billion
Q4 2024

A detailed history of Strategies Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 12,587 shares of SPEM stock, worth $489,130. This represents 0.06% of its overall portfolio holdings.

Number of Shares

12,587

Previous 18,549 32.14%

Holding current value

$489,130

Previous $766 Million 34.9%

% of portfolio

0.06%

Previous 0.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$38.37 - $42.82 $228,761 - $255,292	-5,962 Reduced 32.14%	12,587 $498 Million
Q3 2024 Oct 07, 2024	SELL	$36.02 - $41.68 $128,699 - $148,922	-3,573 Reduced 16.15%	18,549 $766 Million
Q2 2024 Jul 29, 2024	SELL	$35.3 - $38.79 $96,969 - $106,556	-2,747 Reduced 11.05%	22,122 $833 Million
Q1 2024 Apr 22, 2024	SELL	$33.69 - $36.47 $1.01 Million - $1.1 Million	-30,099 Reduced 54.76%	24,869 $900 Million
Q4 2023 Jan 22, 2024	SELL	$32.26 - $35.46 $11.9 Million - $13.1 Million	-369,929 Reduced 87.06%	54,968 $1.95 Billion
Q3 2023 Oct 10, 2023	BUY	$33.36 - $36.37 $14.2 Million - $15.5 Million	424,897 New	424,897 $14.3 Billion

Others Institutions Holding SPEM

# of Institutions

875

Shares Held

206M

Call Options Held

Put Options Held

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
Sector ETFs
Industry ETFs

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Strategies Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History