Soa Wealth Advisors, Llc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Soa Wealth Advisors, Llc.

$960 Million
Q3 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 76,468 shares of SPEM stock, worth $3.63 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

76,468

Previous 54,003 41.6%

Holding current value

$3.63 Million

Previous $2.31 Million 55.07%

% of portfolio

0.37%

Previous 0.26%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$42.67 - $46.91 $958,581 - $1.05 Million	22,465 Added 41.6%	76,468 $3.58 Million
Q2 2025 Jul 18, 2025	BUY	$34.72 - $42.74 $593,607 - $730,725	17,097 Added 46.33%	54,003 $2.31 Million
Q1 2025 Apr 14, 2025	BUY	$37.07 - $40.63 $28,692 - $31,447	774 Added 2.14%	36,906 $1.46 Million
Q4 2024 Jan 28, 2025	BUY	$38.37 - $42.82 $204,205 - $227,888	5,322 Added 17.27%	36,132 $1.39 Million
Q3 2024 Oct 08, 2024	BUY	$36.02 - $41.68 $53,525 - $61,936	1,486 Added 5.07%	30,810 $1.27 Million

Q2 2024 Jul 17, 2024	BUY	$35.3 - $38.79 $173,005 - $190,109	4,901 Added 20.07%	29,324 $1.1 Million
Q1 2024 Apr 10, 2024	BUY	$33.69 - $36.47 $37,934 - $41,065	1,126 Added 4.83%	24,423 $883,000
Q4 2023 Jan 10, 2024	BUY	$32.26 - $35.46 $75,391 - $82,870	2,337 Added 11.15%	23,297 $824,000
Q3 2023 Oct 10, 2023	SELL	$33.36 - $36.37 $21,750 - $23,713	-652 Reduced 3.02%	20,960 $703,000
Q2 2023 Jul 07, 2023	BUY	$33.2 - $35.75 $74,567 - $80,294	2,246 Added 11.6%	21,612 $743,000
Q1 2023 Apr 28, 2023	BUY	$32.49 - $36.44 $97,372 - $109,210	2,997 Added 18.31%	19,366 $660,000
Q4 2022 Jan 10, 2023	BUY	$30.18 - $34.51 $420,075 - $480,344	13,919 Added 568.12%	16,369 $0
Q3 2022 Oct 07, 2022	BUY	$31.04 - $35.55 $63,880 - $73,161	2,058 Added 525.0%	2,450 $76,000
Q2 2022 Jul 13, 2022	BUY	$33.85 - $40.03 $13,269 - $15,691	392 New	392 $13,000

Others Institutions Holding SPEM

# of Institutions

988

Shares Held

241M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
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Soa Wealth Advisors, Llc. Spdr Ser Tr Fds Spdr Portfolio Transaction History