Sound Financial Strategies Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Sound Financial Strategies Group, LLC

  • $109 Million
  • Q4 2024

A detailed history of Sound Financial Strategies Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Sound Financial Strategies Group, LLC holds 13,513 shares of SPEM stock, worth $545,249. This represents 0.47% of its overall portfolio holdings.

Number of Shares
13,513
Previous 15,030 10.09%
Holding current value
$545,249
Previous $620,000 16.45%
% of portfolio
0.47%
Previous 0.55%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
SELL
$38.37 - $42.82 $58,207 - $64,957
-1,517 Reduced 10.09%
13,513 $518,000
Q3 2024

Nov 12, 2024
SELL
$36.02 - $41.68 $3,241 - $3,751
-90 Reduced 0.6%
15,030 $620,000
Q2 2024

Aug 12, 2024
BUY
$35.3 - $38.79 $533,736 - $586,504
15,120 New
15,120 $569,000

Others Institutions Holding SPEM

# of Institutions
871
Shares Held
213M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPEM Quotes by TradingView
  • Ticker SPEM
  • Sector ETFs
  • Industry ETFs
More about SPEM
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