Pensionmark Financial Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Pensionmark Financial Group, LLC

$4.67 Billion
Q3 2025

A detailed history of Pensionmark Financial Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 33,640 shares of SPEM stock, worth $1.6 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

33,640

Previous 36,333 7.41%

Holding current value

$1.6 Million

Previous $1.55 Million 1.42%

% of portfolio

0.03%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	$42.67 - $46.91 $114,910 - $126,328	-2,693 Reduced 7.41%	33,640 $1.57 Million
Q2 2025 Aug 04, 2025	BUY	$34.72 - $42.74 $396,884 - $488,560	11,431 Added 45.9%	36,333 $1.55 Million
Q1 2025 Apr 29, 2025	BUY	$37.07 - $40.63 $424,636 - $465,416	11,455 Added 85.19%	24,902 $980,000
Q4 2024 Feb 12, 2025	SELL	$38.37 - $42.82 $5,218 - $5,823	-136 Reduced 1.0%	13,447 $515,000
Q3 2024 Nov 25, 2024	SELL	$36.02 - $41.68 $2.8 Million - $3.24 Million	-77,781 Reduced 85.13%	13,583 $560,000

Q3 2024 Nov 14, 2024	BUY	$36.02 - $41.68 $2.99 Million - $3.46 Million	82,998 Added 992.09%	91,364 $3.77 Million
Q2 2024 Aug 14, 2024	BUY	$35.3 - $38.79 $295,319 - $324,517	8,366 New	8,366 $315,000

Others Institutions Holding SPEM

# of Institutions

986

Shares Held

241M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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Pensionmark Financial Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History