A detailed history of N.E.W. Advisory Services LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 432,052 shares of SPEM stock, worth $16.8 Million. This represents 1.77% of its overall portfolio holdings.

Number of Shares
432,052
Previous 451,685 4.35%
Holding current value
$16.8 Million
Previous $17 Million 4.83%
% of portfolio
1.77%
Previous 1.84%

Shares

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

Oct 31, 2024

SELL
$36.02 - $41.68 $707,180 - $818,303
-19,633 Reduced 4.35%
432,052 $17.8 Million
Q2 2024

Aug 02, 2024

SELL
$35.3 - $38.79 $608,254 - $668,390
-17,231 Reduced 3.67%
451,685 $17 Million
Q1 2024

Apr 24, 2024

SELL
$33.69 - $36.47 $400,641 - $433,701
-11,892 Reduced 2.47%
468,916 $17 Million
Q4 2023

Feb 06, 2024

BUY
$32.26 - $35.46 $197,269 - $216,837
6,115 Added 1.29%
480,808 $17 Million
Q3 2023

Nov 03, 2023

BUY
$33.36 - $36.37 $734,553 - $800,831
22,019 Added 4.86%
474,693 $15.9 Million
Q2 2023

Aug 04, 2023

BUY
$33.2 - $35.75 $10,424 - $11,225
314 Added 0.07%
452,674 $15.6 Million
Q1 2023

May 10, 2023

BUY
$32.49 - $36.44 $525,363 - $589,234
16,170 Added 3.71%
452,360 $15.4 Million
Q4 2022

Feb 13, 2023

BUY
$30.18 - $34.51 $1.77 Million - $2.02 Million
58,597 Added 15.52%
436,190 $14.4 Million
Q3 2022

Nov 10, 2022

BUY
$31.04 - $35.55 $293,079 - $335,663
9,442 Added 2.56%
377,593 $11.7 Million
Q2 2022

Aug 01, 2022

BUY
$33.85 - $40.03 $3.49 Million - $4.13 Million
103,237 Added 38.97%
368,151 $12.8 Million
Q1 2022

Apr 11, 2022

SELL
$35.69 - $43.02 $2.5 Million - $3.01 Million
-70,076 Reduced 20.92%
264,914 $11.6 Million
Q4 2021

Jan 18, 2022

BUY
$40.07 - $44.51 $604,976 - $672,011
15,098 Added 4.72%
334,990 $13.9 Million
Q3 2021

Oct 13, 2021

BUY
$41.44 - $45.27 $574,607 - $627,713
13,866 Added 4.53%
319,892 $13.6 Million
Q2 2021

Jul 15, 2021

BUY
$42.87 - $46.35 $1.4 Million - $1.51 Million
32,679 Added 11.96%
306,026 $14 Million
Q1 2021

Apr 14, 2021

BUY
$42.41 - $47.37 $1.37 Million - $1.53 Million
32,227 Added 13.37%
273,347 $12 Million
Q4 2020

Jan 14, 2021

BUY
$36.44 - $42.49 $274,939 - $320,587
7,545 Added 3.23%
241,120 $10.1 Million
Q3 2020

Oct 13, 2020

SELL
$33.84 - $37.9 $65,581 - $73,450
-1,938 Reduced 0.82%
233,575 $8.52 Million
Q2 2020

Jul 09, 2020

BUY
$27.38 - $34.3 $952,960 - $1.19 Million
34,805 Added 17.34%
235,513 $7.88 Million
Q4 2019

Feb 14, 2020

BUY
$33.84 - $38.03 $6.79 Million - $7.63 Million
200,708 New
200,708 $7.54 Million

Others Institutions Holding SPEM

About SPDR SER TR FDS SPDR PORTFOLIO


  • Ticker SPEM
  • Sector ETFs
  • Industry ETFs
More about SPEM
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