Financial Advisory Service, Inc. Spdr Index Shs Fds S Spdr Port Transaction History

Financial Advisory Service, Inc.

$1.11 Billion
Q4 2024

A detailed history of Financial Advisory Service, Inc. transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Financial Advisory Service, Inc. holds 2,448 shares of SPGM stock, worth $155,227. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,448

Previous 2,429 0.78%

Holding current value

$155,227

Previous $157,000 1.27%

% of portfolio

0.01%

Previous 0.01%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$63.23 - $66.65 $1,201 - $1,266	19 Added 0.78%	2,448 $155,000
Q2 2024 Jul 29, 2024	BUY	$56.67 - $60.99 $906 - $975	16 Added 0.66%	2,429 $147,000
Q4 2023 Jan 23, 2024	BUY	$48.07 - $55.48 $817 - $943	17 Added 0.71%	2,413 $133,000
Q2 2023 Aug 08, 2023	BUY	$49.47 - $52.62 $989 - $1,052	20 Added 0.84%	2,396 $125,000
Q1 2023 May 11, 2023	SELL	$46.63 - $51.08 $2,891 - $3,166	-62 Reduced 2.54%	2,376 $118,000
Q4 2022 Feb 01, 2023	BUY	$42.72 - $49.46 $897 - $1,038	21 Added 0.87%	2,438 $113,000
Q2 2022 Aug 02, 2022	BUY	$44.97 - $55.51 $854 - $1,054	19 Added 0.79%	2,417 $111,000
Q1 2022 May 04, 2022	SELL	$50.64 - $58.29 $38,587 - $44,416	-762 Reduced 24.11%	2,398 $131,000
Q4 2021 Feb 11, 2022	BUY	$54.48 - $58.88 $1,634 - $1,766	30 Added 0.96%	3,160 $183,000
Q2 2021 Jul 29, 2021	BUY	$52.95 - $55.77 $635 - $669	12 Added 0.38%	3,130 $174,000
Q4 2020 Feb 10, 2021	SELL	$42.03 - $49.28 $259,072 - $303,761	-6,164 Reduced 66.41%	3,118 $152,000
Q3 2020 Nov 16, 2020	SELL	$39.86 - $45.37 $4,663 - $5,308	-117 Reduced 1.24%	9,282 $402,000
Q2 2020 Jul 21, 2020	SELL	$32.02 - $41.32 $40,313 - $52,021	-1,259 Reduced 11.81%	9,399 $374,000
Q1 2020 May 14, 2020	SELL	$29.16 - $44.16 $12,130 - $18,370	-416 Reduced 3.76%	10,658 $358,000
Q4 2019 Jan 31, 2020	BUY	$38.77 - $43.22 $2,985 - $3,327	77 Added 0.7%	11,074 $475,000
Q3 2019 Nov 06, 2019	BUY	$39.76 - $40.54 $212,000 - $216,159	5,332 Added 94.12%	10,997 $439,000
Q2 2019 Jul 25, 2019	SELL	N/A	-167 Reduced 2.86%	5,665 $453,000
Q1 2019 May 13, 2019	SELL	N/A	-836 Reduced 12.54%	5,832 $455,000
Q4 2018 Feb 08, 2019	BUY	N/A	164 Added 2.52%	6,668 $464,000
Q3 2018 Nov 05, 2018	SELL	N/A	-817 Reduced 11.16%	6,504 $527,000
Q2 2018 Jul 26, 2018	SELL	N/A	-2,453 Reduced 25.1%	7,321 $566,000
Q1 2018 May 02, 2018	SELL	N/A	-22,481 Reduced 69.7%	9,774 $764,000
Q4 2017 Jan 29, 2018	BUY	N/A	1,439 Added 4.67%	32,255 $2.54 Million
Q3 2017 Oct 19, 2017	BUY	N/A	30,816	30,816 $2.32 Million

Others Institutions Holding SPGM

# of Institutions

142

Shares Held

10.1M

Call Options Held

Put Options Held

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About SPDR INDEX SHS FDS S SPDR PORT

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Financial Advisory Service, Inc. Spdr Index Shs Fds S Spdr Port Transaction History