Vestia Personal Wealth Advisors Spdr Ser Tr Fds Spdr Portfolio Transaction History

Vestia Personal Wealth Advisors

  • $121 Billion
  • Q4 2024

A detailed history of Vestia Personal Wealth Advisors transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 7,764 shares of SPEM stock, worth $304,193. This represents 0.25% of its overall portfolio holdings.

Number of Shares
7,764
Previous 7,662 1.33%
Holding current value
$304,193
Previous $316 Million 5.82%
% of portfolio
0.25%
Previous 0.3%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$38.37 - $42.82 $3,913 - $4,367
102 Added 1.33%
7,764 $298 Million
Q2 2024

Aug 09, 2024
BUY
$35.3 - $38.79 $270,468 - $297,208
7,662 New
7,662 $289 Million

Others Institutions Holding SPEM

# of Institutions
845
Shares Held
202M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPEM Quotes by TradingView
  • Ticker SPEM
  • Sector ETFs
  • Industry ETFs
More about SPEM
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