Plante Moran Financial Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Plante Moran Financial Advisors, LLC

$1.17 Billion
Q3 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 130 shares of SPEM stock, worth $4,854. This represents 0.0% of its overall portfolio holdings.

Number of Shares

130

Holding current value

$4,854

% of portfolio

0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$36.02 - $41.68 $4,682 - $5,418	130 New	130 $5,000
Q1 2024 May 09, 2024	BUY	$33.69 - $36.47 $9,972 - $10,795	296 Added 167.23%	473 $17,000
Q4 2023 Feb 05, 2024	BUY	$32.26 - $35.46 $5,710 - $6,276	177 New	177 $6,000
Q4 2022 Feb 09, 2023	BUY	$30.18 - $34.51 $42,855 - $49,004	1,420 New	1,420 $46,000
Q4 2021 Feb 09, 2022	SELL	$40.07 - $44.51 $10,498 - $11,661	-262 Closed	0 $0
Q3 2021 Nov 08, 2021	BUY	$41.44 - $45.27 $10,857 - $11,860	262 New	262 $11,000
Q4 2019 Feb 14, 2020	SELL	$33.84 - $38.03 $9,407 - $10,572	-278 Closed	0 $0
Q3 2019 Nov 13, 2019	BUY	$34.28 - $35.36 $9,529 - $9,830	278 New	278 $0
Q4 2018 Jan 29, 2019	SELL	N/A	-514 Closed	0 $0
Q3 2018 Nov 09, 2018	BUY	N/A	514 New	514 $18,000

Others Institutions Holding SPEM

# of Institutions

814

Shares Held

194M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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Plante Moran Financial Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History