Strategic Financial Concepts, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Strategic Financial Concepts, LLC

  • $688 Billion
  • Q3 2025

A detailed history of Strategic Financial Concepts, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 402,713 shares of SPEM stock, worth $19.1 Million. This represents 2.74% of its overall portfolio holdings.

Number of Shares
402,713
Previous 359,245 12.1%
Holding current value
$19.1 Million
Previous $15.4 Billion 22.77%
% of portfolio
2.74%
Previous 2.16%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$42.67 - $46.91 $1.85 Million - $2.04 Million
43,468 Added 12.1%
402,713 $18.9 Billion
Q2 2025

Aug 05, 2025
BUY
$34.72 - $42.74 $11.8 Million - $14.5 Million
340,090 Added 1775.46%
359,245 $15.4 Billion
Q1 2025

Apr 28, 2025
SELL
$37.07 - $40.63 $116,029 - $127,171
-3,130 Reduced 14.05%
19,155 $754 Million
Q4 2024

Jan 30, 2025
SELL
$38.37 - $42.82 $1.37 Million - $1.53 Million
-35,800 Reduced 61.63%
22,285 $855 Million
Q4 2024

Jan 27, 2025
BUY
$38.37 - $42.82 $2.23 Million - $2.49 Million
58,085 New
58,085 $855 Million
Q2 2024

Aug 06, 2024
BUY
$35.3 - $38.79 $4.55 Million - $5 Million
128,861 Added 649.3%
148,707 $576 Million
Q1 2024

Apr 22, 2024
SELL
$33.69 - $36.47 $264,466 - $286,289
-7,850 Reduced 28.34%
19,846 $718 Million
Q4 2023

Jan 18, 2024
BUY
$32.26 - $35.46 $174,171 - $191,448
5,399 Added 24.21%
27,696 $981 Million
Q3 2023

Nov 07, 2023
BUY
$33.36 - $36.37 $493,527 - $538,057
14,794 Added 197.17%
22,297 $749 Million
Q2 2023

Sep 06, 2023
BUY
$33.2 - $35.75 $249,099 - $268,232
7,503 New
7,503 $258 Million

Others Institutions Holding SPEM

# of Institutions
988
Shares Held
241M
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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