Sax Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Sax Wealth Advisors, LLC

  • $2.07 Billion
  • Q4 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 6,239 shares of SPEM stock, worth $296,040. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,239
Previous 6,588 5.3%
Holding current value
$296,040
Previous $308,000 3.9%
% of portfolio
0.01%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
SELL
$45.45 - $48.31 $15,862 - $16,860
-349 Reduced 5.3%
6,239 $296,000
Q3 2025

Oct 20, 2025
BUY
$42.67 - $46.91 $1,365 - $1,501
32 Added 0.49%
6,588 $308,000
Q2 2025

Jul 23, 2025
SELL
$34.72 - $42.74 $29,303 - $36,072
-844 Reduced 11.41%
6,556 $280,000
Q1 2025

May 14, 2025
BUY
$37.07 - $40.63 $274,318 - $300,662
7,400 New
7,400 $291,000

Others Institutions Holding SPEM

# of Institutions
986
Shares Held
241M
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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