Professional Financial Advisors, LLC Spdr Index Shs Fds S Spdr Port Transaction History

Professional Financial Advisors, LLC

$382 Million
Q4 2024

A detailed history of Professional Financial Advisors, LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Professional Financial Advisors, LLC holds 9,336 shares of SPGM stock, worth $610,387. This represents 0.15% of its overall portfolio holdings.

Number of Shares

9,336

Previous 9,740 4.15%

Holding current value

$610,387

Previous $630,000 6.19%

% of portfolio

0.15%

Previous 0.17%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$63.23 - $66.65 $25,544 - $26,926	-404 Reduced 4.15%	9,336 $591,000
Q3 2024 Oct 10, 2024	SELL	$57.85 - $64.92 $28,404 - $31,875	-491 Reduced 4.8%	9,740 $630,000
Q2 2024 Jul 17, 2024	BUY	$56.67 - $60.99 $1,813 - $1,951	32 Added 0.31%	10,231 $621,000
Q1 2024 Apr 25, 2024	SELL	$54.21 - $59.68 $5,854 - $6,445	-108 Reduced 1.05%	10,199 $608,000
Q4 2023 Jan 17, 2024	BUY	$48.07 - $55.48 $1,778 - $2,052	37 Added 0.36%	10,307 $570,000
Q3 2023 Oct 25, 2023	SELL	$50.1 - $54.28 $40,881 - $44,292	-816 Reduced 7.36%	10,270 $518,000
Q2 2023 Jul 12, 2023	SELL	$49.47 - $52.62 $168,395 - $179,118	-3,404 Reduced 23.49%	11,086 $580,000
Q1 2023 Apr 27, 2023	BUY	$46.63 - $51.08 $132,569 - $145,220	2,843 Added 24.41%	14,490 $722,000
Q4 2022 Feb 14, 2023	SELL	$42.72 - $49.46 $2,691 - $3,115	-63 Reduced 0.54%	11,647 $543,000
Q3 2022 Nov 09, 2022	SELL	$42.78 - $50.95 $1,967 - $2,343	-46 Reduced 0.39%	11,710 $501,000
Q2 2022 Jul 28, 2022	SELL	$44.97 - $55.51 $122,947 - $151,764	-2,734 Reduced 18.87%	11,756 $541,000
Q1 2022 May 05, 2022	SELL	$50.64 - $58.29 $118,446 - $136,340	-2,339 Reduced 13.9%	14,490 $794,000
Q4 2021 Jan 18, 2022	SELL	$54.48 - $58.88 $15,363 - $16,604	-282 Reduced 1.65%	16,829 $973,000
Q2 2021 Jul 20, 2021	SELL	$52.95 - $55.77 $5,718 - $6,023	-108 Reduced 0.63%	17,111 $950,000
Q1 2021 May 05, 2021	SELL	$48.86 - $52.85 $2.7 Million - $2.92 Million	-55,335 Reduced 76.27%	17,219 $901,000
Q4 2020 Jan 14, 2021	BUY	$42.03 - $49.28 $15,551 - $18,233	370 Added 0.51%	72,554 $3.53 Million
Q3 2020 Nov 13, 2020	BUY	$39.86 - $45.37 $2.88 Million - $3.27 Million	72,184 New	72,184 $3.03 Million
Q1 2020 May 15, 2020	SELL	$29.16 - $44.16 $602,328 - $912,168	-20,656 Closed	0 $0
Q4 2019 Feb 11, 2020	BUY	$38.77 - $43.22 $800,833 - $892,752	20,656 New	20,656 $887,000

Others Institutions Holding SPGM

# of Institutions

140

Shares Held

9.87M

Call Options Held

Put Options Held

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About SPDR INDEX SHS FDS S SPDR PORT

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Professional Financial Advisors, LLC Spdr Index Shs Fds S Spdr Port Transaction History