A detailed history of Tpg Financial Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Tpg Financial Advisors, LLC holds 274,556 shares of SPEM stock, worth $11.1 Million. This represents 5.11% of its overall portfolio holdings.

Number of Shares
274,556
Previous 259,030 5.99%
Holding current value
$11.1 Million
Previous $9.76 Million 16.15%
% of portfolio
5.11%
Previous 4.76%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$36.02 - $41.68 $559,246 - $647,123
15,526 Added 5.99%
274,556 $11.3 Million
Q2 2024

Oct 16, 2024

BUY
$35.3 - $38.79 $1.93 Million - $2.12 Million
54,593 Added 26.7%
259,030 $9.76 Million
Q4 2023

Jan 09, 2024

BUY
$32.26 - $35.46 $481,222 - $528,956
14,917 Added 7.87%
204,437 $7.24 Million
Q3 2023

Oct 17, 2023

BUY
$33.36 - $36.37 $915,932 - $998,574
27,456 Added 16.94%
189,520 $6.36 Million
Q2 2023

Jul 13, 2023

BUY
$33.2 - $35.75 $3.02 Million - $3.25 Million
91,001 Added 128.06%
162,064 $5.57 Million
Q4 2022

Jan 30, 2023

SELL
$30.18 - $34.51 $152,469 - $174,344
-5,052 Reduced 6.64%
71,063 $2.34 Million
Q3 2022

Oct 11, 2022

BUY
$31.04 - $35.55 $35,913 - $41,131
1,157 Added 1.54%
76,115 $2.36 Million
Q2 2022

Jul 29, 2022

BUY
$33.85 - $40.03 $4,163 - $4,923
123 Added 0.16%
74,958 $2.61 Million
Q2 2022

Jul 11, 2022

BUY
$33.85 - $40.03 $24,236 - $28,661
716 Added 0.97%
74,835 $2.6 Million
Q1 2022

Jul 29, 2022

BUY
$35.69 - $43.02 $4,389 - $5,291
123 Added 0.17%
74,119 $2.86 Million
Q1 2022

Apr 14, 2022

BUY
$35.69 - $43.02 $73,949 - $89,137
2,072 Added 2.88%
73,996 $2.86 Million
Q4 2021

Jul 29, 2022

BUY
$40.07 - $44.51 $4,928 - $5,474
123 Added 0.17%
71,924 $2.98 Million
Q4 2021

Jan 14, 2022

SELL
$40.07 - $44.51 $2.07 Million - $2.29 Million
-51,542 Reduced 41.79%
71,801 $2.98 Million
Q3 2021

Jul 29, 2022

BUY
$41.44 - $45.27 $5,097 - $5,568
123 Added 0.1%
123,343 $5.25 Million
Q3 2021

Oct 08, 2021

BUY
$41.44 - $45.27 $659,517 - $720,472
15,915 Added 14.83%
123,220 $5.24 Million
Q2 2021

Jul 29, 2022

BUY
$42.87 - $46.35 $2,357 - $2,549
55 Added 0.05%
107,305 $4.88 Million
Q2 2021

Jul 13, 2021

SELL
$42.87 - $46.35 $366,409 - $396,153
-8,547 Reduced 7.38%
107,250 $4.88 Million
Q1 2021

Jul 29, 2022

BUY
$42.41 - $47.37 $2,332 - $2,605
55 Added 0.05%
115,797 $5.07 Million
Q1 2021

Apr 16, 2021

SELL
$42.41 - $47.37 $331,306 - $370,054
-7,812 Reduced 6.32%
115,742 $5.07 Million
Q4 2020

Jul 29, 2022

BUY
$36.44 - $42.49 $16,944 - $19,757
465 Added 0.38%
123,554 $5.21 Million
Q4 2020

Jan 12, 2021

BUY
$36.44 - $42.49 $677,419 - $789,889
18,590 Added 17.79%
123,089 $5.19 Million
Q3 2020

Jul 29, 2022

BUY
$33.84 - $37.9 $1,861 - $2,084
55 Added 0.05%
104,499 $3.82 Million
Q3 2020

Oct 14, 2020

SELL
$33.84 - $37.9 $409,260 - $458,362
-12,094 Reduced 10.38%
104,444 $3.82 Million
Q2 2020

Jul 29, 2022

BUY
$27.38 - $34.3 $1,505 - $1,886
55 Added 0.05%
116,538 $3.9 Million
Q2 2020

Jul 10, 2020

SELL
$27.38 - $34.3 $162,555 - $203,639
-5,937 Reduced 4.85%
116,483 $3.9 Million
Q1 2020

Apr 06, 2020

SELL
$25.76 - $38.65 $406,544 - $609,974
-15,782 Reduced 11.42%
122,420 $3.48 Million
Q4 2019

Jan 14, 2020

BUY
$33.84 - $38.03 $304,661 - $342,384
9,003 Added 6.97%
138,202 $5.2 Million
Q3 2019

Oct 03, 2019

BUY
$34.28 - $35.36 $1.33 Million - $1.37 Million
38,847 Added 43.0%
129,199 $4.43 Million
Q2 2019

Jul 08, 2019

SELL
N/A
-25,111 Reduced 21.75%
90,352 $3.28 Million
Q1 2019

Apr 03, 2019

BUY
N/A
30,309 Added 35.59%
115,463 $4.19 Million
Q4 2018

Feb 05, 2019

BUY
N/A
85,154 New
85,154 $2.76 Million

Others Institutions Holding SPEM

About SPDR SER TR FDS SPDR PORTFOLIO


  • Ticker SPEM
  • Sector ETFs
  • Industry ETFs
More about SPEM
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