Elwood & Goetz Wealth Advisory Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Elwood & Goetz Wealth Advisory Group, LLC

  • $408 Million
  • Q4 2024

A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 51,966 shares of SPEM stock, worth $2.08 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
51,966
Previous 50,633 2.63%
Holding current value
$2.08 Million
Previous $2.09 Million 4.64%
% of portfolio
0.49%
Previous 0.52%

Shares

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

Feb 03, 2025
BUY
$38.37 - $42.82 $51,147 - $57,079
1,333 Added 2.63%
51,966 $1.99 Million
Q3 2024

Oct 23, 2024
SELL
$36.02 - $41.68 $6,195 - $7,168
-172 Reduced 0.34%
50,633 $2.09 Million
Q2 2024

Jul 30, 2024
SELL
$35.3 - $38.79 $284,800 - $312,957
-8,068 Reduced 13.7%
50,805 $1.91 Million
Q1 2024

Apr 22, 2024
SELL
$33.69 - $36.47 $65,661 - $71,080
-1,949 Reduced 3.2%
58,873 $2.13 Million
Q4 2023

Jan 18, 2024
SELL
$32.26 - $35.46 $87,456 - $96,132
-2,711 Reduced 4.27%
60,822 $2.15 Million
Q3 2023

Oct 19, 2023
BUY
$33.36 - $36.37 $1.07 Million - $1.17 Million
32,033 Added 101.69%
63,533 $2.13 Million
Q2 2023

Jul 28, 2023
SELL
$33.2 - $35.75 $11,288 - $12,155
-340 Reduced 1.07%
31,500 $1.08 Million
Q1 2023

Apr 19, 2023
SELL
$32.49 - $36.44 $206,766 - $231,904
-6,364 Reduced 16.66%
31,840 $1.09 Million
Q4 2022

Jan 27, 2023
SELL
$30.18 - $34.51 $466,492 - $533,421
-15,457 Reduced 28.8%
38,204 $1.26 Million
Q3 2022

Oct 28, 2022
BUY
$31.04 - $35.55 $355,159 - $406,763
11,442 Added 27.1%
53,661 $1.67 Million
Q2 2022

Aug 11, 2022
BUY
$33.85 - $40.03 $1.43 Million - $1.69 Million
42,219 New
42,219 $1.47 Million

Others Institutions Holding SPEM

# of Institutions
876
Shares Held
206M
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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