Strategic Financial Planning, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Strategic Financial Planning, Inc.

$147 Million
Q4 2024

A detailed history of Strategic Financial Planning, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Strategic Financial Planning, Inc. holds 43,145 shares of SPEM stock, worth $1.68 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares

43,145

Previous 43,495 0.8%

Holding current value

$1.68 Million

Previous $1.8 Million 7.8%

% of portfolio

1.13%

Previous 1.19%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$38.37 - $42.82 $13,429 - $14,987	-350 Reduced 0.8%	43,145 $1.66 Million
Q3 2024 Oct 25, 2024	BUY	$36.02 - $41.68 $138,244 - $159,967	3,838 Added 9.68%	43,495 $1.8 Million
Q2 2024 Aug 09, 2024	SELL	$35.3 - $38.79 $41,583 - $45,694	-1,178 Reduced 2.88%	39,657 $1.49 Million
Q1 2024 Apr 22, 2024	SELL	$33.69 - $36.47 $101 - $109	-3 Reduced 0.01%	40,835 $1.48 Million
Q4 2023 Feb 12, 2024	BUY	$32.26 - $35.46 $981,413 - $1.08 Million	30,422 Added 292.07%	40,838 $1.45 Million
Q3 2023 Nov 09, 2023	SELL	$33.36 - $36.37 $2,969 - $3,236	-89 Reduced 0.85%	10,416 $349,000
Q2 2023 Aug 10, 2023	SELL	$33.2 - $35.75 $87,847 - $94,594	-2,646 Reduced 20.12%	10,505 $361,000
Q1 2023 May 10, 2023	SELL	$32.49 - $36.44 $1,299 - $1,457	-40 Reduced 0.3%	13,151 $448,000
Q4 2022 Feb 14, 2023	SELL	$30.18 - $34.51 $303,037 - $346,514	-10,041 Reduced 43.22%	13,191 $434,000
Q3 2022 Nov 14, 2022	BUY	$31.04 - $35.55 $290,379 - $332,570	9,355 Added 67.41%	23,232 $721,000
Q2 2022 Aug 03, 2022	SELL	$33.85 - $40.03 $508,934 - $601,851	-15,035 Reduced 52.0%	13,877 $482,000
Q1 2022 May 05, 2022	BUY	$35.69 - $43.02 $693,135 - $835,491	19,421 Added 204.63%	28,912 $1.12 Million
Q4 2021 Feb 07, 2022	SELL	$40.07 - $44.51 $88,795 - $98,634	-2,216 Reduced 18.93%	9,491 $394,000
Q3 2021 Nov 09, 2021	SELL	$41.44 - $45.27 $58,016 - $63,378	-1,400 Reduced 10.68%	11,707 $498,000
Q2 2021 Aug 06, 2021	BUY	$42.87 - $46.35 $326,412 - $352,908	7,614 Added 138.61%	13,107 $596,000
Q1 2021 May 07, 2021	BUY	$42.41 - $47.37 $16,073 - $17,953	379 Added 7.41%	5,493 $240,000
Q4 2020 Feb 11, 2021	BUY	$36.44 - $42.49 $186,354 - $217,293	5,114 New	5,114 $216,000
Q1 2020 Apr 21, 2020	SELL	$25.76 - $38.65 $3.68 Million - $5.53 Million	-143,004 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$33.84 - $38.03 $4.84 Million - $5.44 Million	143,004 New	143,004 $5.38 Million

Others Institutions Holding SPEM

# of Institutions

874

Shares Held

213M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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Strategic Financial Planning, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History