Us Advisors Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Us Advisors Wealth Management, LLC

$308 Million
Q4 2024

A detailed history of Us Advisors Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 26,549 shares of SPEM stock, worth $1.02 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

26,549

Previous 27,460 3.32%

Holding current value

$1.02 Million

Previous $1.14 Million 10.94%

% of portfolio

0.33%

Previous 0.4%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$38.37 - $42.82 $34,955 - $39,009	-911 Reduced 3.32%	26,549 $1.02 Million
Q3 2024 Nov 07, 2024	SELL	$36.02 - $41.68 $223,612 - $258,749	-6,208 Reduced 18.44%	27,460 $1.14 Million
Q2 2024 Aug 06, 2024	SELL	$35.3 - $38.79 $11,613 - $12,761	-329 Reduced 0.97%	33,668 $12.7 Million
Q1 2024 May 02, 2024	BUY	$33.69 - $36.47 $47,772 - $51,714	1,418 Added 4.35%	33,997 $1.23 Million
Q4 2023 Feb 12, 2024	SELL	$32.26 - $35.46 $1.99 Million - $2.19 Million	-61,649 Reduced 65.43%	32,579 $1.15 Million
Q3 2023 Nov 09, 2023	BUY	$33.36 - $36.37 $11,442 - $12,474	343 Added 0.37%	94,228 $3.16 Million
Q2 2023 Aug 01, 2023	BUY	$33.2 - $35.75 $104,248 - $112,255	3,140 Added 3.46%	93,885 $3.26 Million
Q1 2023 Apr 13, 2023	SELL	$32.49 - $36.44 $264,988 - $297,204	-8,156 Reduced 8.25%	90,745 $3.1 Million
Q4 2022 Feb 10, 2023	BUY	$30.18 - $34.51 $52,422 - $59,943	1,737 Added 1.79%	98,901 $3.26 Million
Q3 2022 Nov 14, 2022	SELL	$31.04 - $35.55 $8,380 - $9,598	-270 Reduced 0.28%	97,164 $3.02 Million
Q2 2022 Aug 12, 2022	BUY	$33.85 - $40.03 $258,918 - $306,189	7,649 Added 8.52%	97,434 $3.39 Million
Q1 2022 Jun 08, 2022	BUY	$35.69 - $43.02 $400,763 - $483,071	11,229 Added 14.29%	89,785 $3.47 Million
Q4 2021 Feb 14, 2022	BUY	$40.07 - $44.51 $310,101 - $344,462	7,739 Added 10.93%	78,556 $3.26 Million
Q3 2021 Nov 03, 2021	BUY	$41.44 - $45.27 $280,383 - $306,296	6,766 Added 10.56%	70,817 $3.01 Million
Q2 2021 Aug 09, 2021	BUY	$42.87 - $46.35 $485,245 - $524,635	11,319 Added 21.47%	64,051 $2.91 Million
Q1 2021 May 11, 2021	BUY	$42.41 - $47.37 $1.09 Million - $1.22 Million	25,650 Added 94.71%	52,732 $2.31 Million
Q4 2020 Feb 11, 2021	BUY	$36.44 - $42.49 $986,868 - $1.15 Million	27,082 New	27,082 $1.14 Million

Others Institutions Holding SPEM

# of Institutions

820

Shares Held

195M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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Us Advisors Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History