Strategic Financial Planning, Inc. Spdr Portfolio S&P 600 Small C Transaction History

Strategic Financial Planning, Inc.

$147 Million
Q4 2024

A detailed history of Strategic Financial Planning, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Strategic Financial Planning, Inc. holds 102,078 shares of SPSM stock, worth $4.33 Million. This represents 3.12% of its overall portfolio holdings.

Number of Shares

102,078

Previous 102,314 0.23%

Holding current value

$4.33 Million

Previous $4.66 Million 1.52%

% of portfolio

3.12%

Previous 3.08%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$44.33 - $49.55 $10,461 - $11,693	-236 Reduced 0.23%	102,078 $4.59 Million
Q3 2024 Oct 25, 2024	SELL	$41.02 - $46.01 $16,325 - $18,311	-398 Reduced 0.39%	102,314 $4.66 Million
Q2 2024 Aug 09, 2024	SELL	$39.75 - $43.15 $3,021 - $3,279	-76 Reduced 0.07%	102,712 $4.27 Million
Q1 2024 Apr 22, 2024	SELL	$39.85 - $43.04 $49,254 - $53,197	-1,236 Reduced 1.19%	102,788 $4.42 Million
Q4 2023 Feb 12, 2024	BUY	$34.3 - $42.83 $254,780 - $318,141	7,428 Added 7.69%	104,024 $4.39 Million
Q3 2023 Nov 09, 2023	SELL	$36.35 - $41.02 $49,690 - $56,074	-1,367 Reduced 1.4%	96,596 $3.56 Million
Q2 2023 Aug 10, 2023	SELL	$35.57 - $38.94 $142 - $155	-4 Reduced -0.0%	97,963 $3.8 Million
Q1 2023 May 10, 2023	SELL	$36.04 - $42.08 $7,424 - $8,668	-206 Reduced 0.21%	97,967 $3.7 Million
Q4 2022 Feb 14, 2023	SELL	$34.79 - $39.85 $29,397 - $33,673	-845 Reduced 0.85%	98,173 $3.63 Million
Q3 2022 Nov 14, 2022	SELL	$33.99 - $41.52 $121,616 - $148,558	-3,578 Reduced 3.49%	99,018 $3.37 Million
Q2 2022 Aug 03, 2022	BUY	$34.83 - $42.53 $361,361 - $441,248	10,375 Added 11.25%	102,596 $3.69 Million
Q1 2022 May 05, 2022	SELL	$39.91 - $45.5 $460,800 - $525,343	-11,546 Reduced 11.13%	92,221 $3.88 Million
Q4 2021 Feb 07, 2022	BUY	$42.23 - $46.94 $63,682 - $70,785	1,508 Added 1.47%	103,767 $4.64 Million
Q3 2021 Nov 09, 2021	SELL	$40.71 - $44.23 $51,009 - $55,420	-1,253 Reduced 1.21%	102,259 $4.36 Million
Q2 2021 Aug 06, 2021	BUY	$41.43 - $45.3 $82,404 - $90,101	1,989 Added 1.96%	103,512 $4.55 Million
Q1 2021 May 07, 2021	SELL	$35.43 - $44.75 $106,183 - $134,115	-2,997 Reduced 2.87%	101,523 $4.29 Million
Q4 2020 Feb 11, 2021	SELL	$27.77 - $35.98 $19,383 - $25,114	-698 Reduced 0.66%	104,520 $3.74 Million
Q3 2020 Nov 09, 2020	SELL	$25.57 - $29.57 $58,683 - $67,863	-2,295 Reduced 2.13%	105,218 $2.88 Million
Q2 2020 Aug 07, 2020	BUY	$19.87 - $29.39 $993,042 - $1.47 Million	49,977 Added 86.86%	107,513 $2.86 Million
Q1 2020 Apr 21, 2020	BUY	$18.96 - $33.37 $342,891 - $603,496	18,085 Added 45.84%	57,536 $1.26 Million
Q4 2019 Feb 13, 2020	BUY	$28.98 - $32.81 $1.14 Million - $1.29 Million	39,451 New	39,451 $1.29 Million

Others Institutions Holding SPSM

# of Institutions

974

Shares Held

216M

Call Options Held

94.2K

Put Options Held

14.4K

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About SPDR PORTFOLIO S&P 600 SMALL C

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Strategic Financial Planning, Inc. Spdr Portfolio S&P 600 Small C Transaction History