Adviser Investments LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Adviser Investments LLC

  • $8.64 Billion
  • Q3 2025

A detailed history of Adviser Investments LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Adviser Investments LLC holds 17,125 shares of SPEM stock, worth $812,581. This represents 0.01% of its overall portfolio holdings.

Number of Shares
17,125
Previous 17,125 -0.0%
Holding current value
$812,581
Previous $731,000 9.58%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$37.07 - $40.63 $16,088 - $17,633
-434 Reduced 2.47%
17,125 $674,000
Q4 2024

Feb 12, 2025
BUY
$38.37 - $42.82 $258,805 - $288,820
6,745 Added 62.37%
17,559 $673,000
Q3 2024

Nov 08, 2024
BUY
$36.02 - $41.68 $389,520 - $450,727
10,814 New
10,814 $446,000

Others Institutions Holding SPEM

# of Institutions
986
Shares Held
241M
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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