Strategic Financial Planning, Inc. Spdr Portfolio Transaction History

Strategic Financial Planning, Inc.

$166 Million
Q3 2025

A detailed history of Strategic Financial Planning, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Strategic Financial Planning, Inc. holds 15,247 shares of SPMD stock, worth $857,948. This represents 0.52% of its overall portfolio holdings.

Number of Shares

15,247

Previous 10,851 40.51%

Holding current value

$857,948

Previous $590,000 47.63%

% of portfolio

0.52%

Previous 0.38%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$54.43 - $58.29 $239,274 - $256,242	4,396 Added 40.51%	15,247 $871,000
Q2 2025 Aug 13, 2025	BUY	$44.89 - $54.38 $51,803 - $62,754	1,154 Added 11.9%	10,851 $590,000
Q1 2025 May 14, 2025	BUY	$50.21 - $57.73 $53,272 - $61,251	1,061 Added 12.29%	9,697 $496,000
Q4 2024 Feb 13, 2025	BUY	$54.13 - $59.56 $9,147 - $10,065	169 Added 2.0%	8,636 $472,000
Q3 2024 Oct 25, 2024	BUY	$50.29 - $54.92 $50 - $54	1 Added 0.01%	8,467 $462,000

Q2 2024 Aug 09, 2024	BUY	$49.54 - $53.39 $128,159 - $138,119	2,587 Added 44.0%	8,466 $434,000
Q1 2024 Apr 22, 2024	BUY	$47.16 - $53.34 $4,621 - $5,227	98 Added 1.7%	5,879 $313,000
Q4 2023 Feb 12, 2024	BUY	$40.76 - $49.2 $3,872 - $4,674	95 Added 1.67%	5,781 $281,000
Q3 2023 Nov 09, 2023	SELL	$43.23 - $47.8 $10,634 - $11,758	-246 Reduced 4.15%	5,686 $248,000
Q2 2023 Aug 10, 2023	BUY	$42.21 - $45.89 $168 - $183	4 Added 0.07%	5,932 $272,000
Q1 2023 May 10, 2023	SELL	$41.67 - $47.74 $2,458 - $2,816	-59 Reduced 0.99%	5,928 $260,000
Q4 2022 Feb 14, 2023	BUY	$39.32 - $45.21 $9,908 - $11,392	252 Added 4.39%	5,987 $254,000
Q3 2022 Nov 14, 2022	BUY	$38.55 - $46.17 $221,084 - $264,784	5,735 New	5,735 $221,000
Q1 2022 May 05, 2022	SELL	$44.15 - $50.14 $226,754 - $257,519	-5,136 Closed	0 $0
Q4 2021 Feb 07, 2022	BUY	$46.63 - $50.95 $23,315 - $25,475	500 Added 10.79%	5,136 $255,000
Q3 2021 Nov 09, 2021	BUY	$45.05 - $48.67 $8,604 - $9,295	191 Added 4.3%	4,636 $214,000
Q2 2021 Aug 06, 2021	SELL	$45.87 - $48.58 $77,061 - $81,614	-1,680 Reduced 27.43%	4,445 $210,000
Q1 2021 May 07, 2021	BUY	$39.79 - $47.1 $33,662 - $39,846	846 Added 16.03%	6,125 $280,000
Q4 2020 Feb 11, 2021	BUY	$33.07 - $40.57 $174,576 - $214,169	5,279 New	5,279 $213,000

Others Institutions Holding SPMD

# of Institutions

807

Shares Held

231M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO

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Strategic Financial Planning, Inc. Spdr Portfolio Transaction History