Moneta Group Investment Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Moneta Group Investment Advisors LLC

  • $9.24 Billion
  • Q3 2024

A detailed history of Moneta Group Investment Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 104,568 shares of SPEM stock, worth $4.07 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
104,568
Previous 131,751 20.63%
Holding current value
$4.07 Million
Previous $4.96 Million 13.04%
% of portfolio
0.05%
Previous 0.08%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$36.02 - $41.68 $979,131 - $1.13 Million
-27,183 Reduced 20.63%
104,568 $4.32 Million
Q2 2024

Aug 13, 2024
SELL
$35.3 - $38.79 $407,714 - $448,024
-11,550 Reduced 8.06%
131,751 $4.96 Million
Q1 2024

Aug 13, 2024
SELL
$33.69 - $36.47 $1.13 Million - $1.23 Million
-33,593 Reduced 18.99%
143,301 $5.19 Million
Q4 2023

Feb 15, 2024
SELL
$32.26 - $35.46 $814,597 - $895,400
-25,251 Reduced 12.49%
176,894 $6.26 Million
Q3 2023

Nov 15, 2023
BUY
$33.36 - $36.37 $38,230 - $41,680
1,146 Added 0.57%
202,145 $6.79 Million
Q2 2023

Aug 15, 2023
BUY
$33.2 - $35.75 $136,485 - $146,968
4,111 Added 2.09%
200,999 $6.91 Million
Q1 2023

May 15, 2023
BUY
$32.49 - $36.44 $269,731 - $302,524
8,302 Added 4.4%
196,888 $6.72 Million
Q4 2022

Feb 16, 2023
SELL
$30.18 - $34.51 $6.13 Billion - $7.01 Billion
-203,160,109 Reduced 99.99%
16,590 $546,000
Q4 2022

Feb 16, 2023
BUY
$30.18 - $34.51 $5.19 Million - $5.94 Million
171,996 Added 1036.75%
188,586 $6.22 Million
Q4 2022

Feb 15, 2023
BUY
$30.18 - $34.51 $6.12 Billion - $7 Billion
202,945,771 Added 87882.7%
203,176,699 $6.7 Billion
Q3 2022

Nov 14, 2022
BUY
$31.04 - $35.55 $195,831 - $224,284
6,309 Added 2.81%
230,928 $7.17 Million
Q2 2022

Aug 15, 2022
BUY
$33.85 - $40.03 $425,122 - $502,736
12,559 Added 5.92%
224,619 $7.81 Million
Q1 2022

May 11, 2022
BUY
$35.69 - $43.02 $7.33 Million - $8.83 Million
205,294 Added 3034.2%
212,060 $8.19 Million
Q4 2021

Feb 11, 2022
SELL
$40.07 - $44.51 $7.09 Million - $7.87 Million
-176,916 Reduced 96.32%
6,766 $8.06 Million
Q3 2021

Nov 12, 2021
BUY
$41.44 - $45.27 $644,392 - $703,948
15,550 Added 9.25%
183,682 $7.81 Million
Q2 2021

Aug 13, 2021
BUY
$42.87 - $46.35 $354,277 - $383,036
8,264 Added 5.17%
168,132 $7.65 Million
Q1 2021

May 14, 2021
BUY
$42.41 - $47.37 $259,549 - $289,904
6,120 Added 3.98%
159,868 $7 Million
Q4 2020

Feb 12, 2021
BUY
$36.44 - $42.49 $84,759 - $98,831
2,326 Added 1.54%
153,748 $6.48 Million
Q3 2020

Nov 13, 2020
SELL
$33.84 - $37.9 $90,420 - $101,268
-2,672 Reduced 1.73%
151,422 $5.54 Million
Q2 2020

Aug 12, 2020
BUY
$27.38 - $34.3 $417,052 - $522,457
15,232 Added 10.97%
154,094 $5.16 Million
Q1 2020

May 13, 2020
BUY
$25.76 - $38.65 $807,833 - $1.21 Million
31,360 Added 29.17%
138,862 $3.95 Million
Q4 2019

Feb 11, 2020
BUY
$33.84 - $38.03 $51,504 - $57,881
1,522 Added 1.44%
107,502 $4.04 Million
Q3 2019

Nov 12, 2019
BUY
$34.28 - $35.36 $144,661 - $149,219
4,220 Added 4.15%
105,980 $3.63 Million
Q2 2019

Aug 16, 2019
BUY
N/A
99,816 Added 5134.57%
101,760 $3.64 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-99,119 Reduced 98.08%
1,944 $3.64 Million
Q1 2019

May 16, 2019
BUY
N/A
77,909 Added 336.48%
101,063 $3.61 Million
Q1 2019

May 15, 2019
SELL
N/A
-73,632 Reduced 76.08%
23,154 $3.61 Million
Q4 2018

Feb 11, 2019
SELL
N/A
-15,231 Reduced 13.6%
96,786 $3.13 Million
Q3 2018

Nov 13, 2018
BUY
N/A
92,534 Added 474.95%
112,017 $3.9 Million
Q2 2018

Aug 15, 2018
SELL
N/A
-81,508 Reduced 80.71%
19,483 $689,000
Q2 2018

Aug 14, 2018
BUY
N/A
100,991 New
100,991 $3.54 Million

Others Institutions Holding SPEM

# of Institutions
813
Shares Held
195M
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
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More about SPEM
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