Phoenix Wealth Advisors Spdr Ser Tr Fds Spdr Portfolio Transaction History

Phoenix Wealth Advisors

  • $229 Million
  • Q4 2024

A detailed history of Phoenix Wealth Advisors transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Phoenix Wealth Advisors holds 64,304 shares of SPEM stock, worth $2.53 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
64,304
Previous 47,164 36.34%
Holding current value
$2.53 Million
Previous $1.95 Million 26.77%
% of portfolio
1.08%
Previous 0.91%

Shares

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

Jan 17, 2025
BUY
$38.37 - $42.82 $657,661 - $733,934
17,140 Added 36.34%
64,304 $2.47 Million
Q3 2024

Nov 08, 2024
BUY
$36.02 - $41.68 $179,847 - $208,108
4,993 Added 11.84%
47,164 $1.95 Million
Q2 2024

Jul 17, 2024
BUY
$35.3 - $38.79 $224,931 - $247,169
6,372 Added 17.8%
42,171 $1.59 Million
Q1 2024

Apr 26, 2024
BUY
$33.69 - $36.47 $340,471 - $368,565
10,106 Added 39.33%
35,799 $1.3 Million
Q4 2023

Jan 30, 2024
BUY
$32.26 - $35.46 $314,954 - $346,195
9,763 Added 61.29%
25,693 $909,000
Q3 2023

Nov 06, 2023
BUY
$33.36 - $36.37 $119,095 - $129,840
3,570 Added 28.88%
15,930 $534,000
Q2 2023

Jul 13, 2023
BUY
$33.2 - $35.75 $61,154 - $65,851
1,842 Added 17.51%
12,360 $424,000
Q1 2023

May 05, 2023
BUY
$32.49 - $36.44 $42,009 - $47,116
1,293 Added 14.02%
10,518 $358,000
Q4 2022

Feb 06, 2023
BUY
$30.18 - $34.51 $278,410 - $318,354
9,225 New
9,225 $304,000

Others Institutions Holding SPEM

# of Institutions
877
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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