Wealth Enhancement Advisory Services, LLC Spdr Index Shs Fds S Spdr Port Transaction History

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 317,157 shares of SPGM stock, worth $19.8 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

317,157

Previous 308,989 2.64%

Holding current value

$19.8 Million

Previous $19.6 Million 2.64%

% of portfolio

0.04%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	BUY	$63.23 - $66.65 $516,462 - $544,397	8,168 Added 2.64%	317,157 $20.1 Million
Q3 2024 Oct 23, 2024	BUY	$57.85 - $64.92 $319,100 - $358,098	5,516 Added 1.82%	308,989 $20 Million
Q2 2024 Jul 16, 2024	BUY	$56.67 - $60.99 $162,586 - $174,980	2,869 Added 0.95%	303,473 $18.4 Million
Q1 2024 Apr 15, 2024	BUY	$54.21 - $59.68 $127,664 - $140,546	2,355 Added 0.79%	300,604 $17.9 Million
Q4 2023 Jan 30, 2024	BUY	$48.07 - $55.48 $331,875 - $383,033	6,904 Added 2.37%	298,249 $16.5 Million
Q3 2023 Nov 13, 2023	BUY	$50.1 - $54.28 $14.6 Million - $15.8 Million	291,345 New	291,345 $14.7 Million

Others Institutions Holding SPGM

# of Institutions

142

Shares Held

10.1M

Call Options Held

Put Options Held

View Full List

About SPDR INDEX SHS FDS S SPDR PORT

Ticker SPGM
Sector ETFs
Industry ETFs

More about SPGM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Account

Wealth Enhancement Advisory Services, LLC Spdr Index Shs Fds S Spdr Port Transaction History