Buckingham Strategic Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 48,276 shares of SPEM stock, worth $1.88 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

48,276

Previous 47,376 1.9%

Holding current value

$1.88 Million

Previous $1.71 Million 6.07%

% of portfolio

0.02%

Previous 0.02%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$35.3 - $38.79 $31,769 - $34,911	900 Added 1.9%	48,276 $1.82 Million
Q1 2024 May 09, 2024	BUY	$33.69 - $36.47 $32,342 - $35,011	960 Added 2.07%	47,376 $1.71 Million
Q4 2023 Feb 14, 2024	SELL	$32.26 - $35.46 $55,648 - $61,168	-1,725 Reduced 3.58%	46,416 $1.64 Million
Q3 2023 Nov 13, 2023	BUY	$33.36 - $36.37 $22,184 - $24,186	665 Added 1.4%	48,141 $1.62 Million
Q2 2023 Aug 11, 2023	SELL	$33.2 - $35.75 $13,678 - $14,729	-412 Reduced 0.86%	47,476 $1.63 Million
Q4 2022 Feb 13, 2023	SELL	$30.18 - $34.51 $138,224 - $158,055	-4,580 Reduced 8.73%	47,888 $1.58 Million
Q3 2022 Nov 07, 2022	BUY	$31.04 - $35.55 $223,736 - $256,244	7,208 Added 15.93%	52,468 $1.63 Million
Q2 2022 Aug 12, 2022	SELL	$33.85 - $40.03 $281,665 - $333,089	-8,321 Reduced 15.53%	45,260 $1.57 Million
Q1 2022 May 10, 2022	BUY	$35.69 - $43.02 $232,556 - $280,318	6,516 Added 13.84%	53,581 $2.07 Million
Q4 2021 Feb 09, 2022	SELL	$40.07 - $44.51 $131,068 - $145,592	-3,271 Reduced 6.5%	47,065 $1.95 Million
Q3 2021 Nov 10, 2021	BUY	$41.44 - $45.27 $1.33 Million - $1.45 Million	32,057 Added 175.38%	50,336 $2.14 Million
Q2 2021 Aug 06, 2021	SELL	$42.87 - $46.35 $40,512 - $43,800	-945 Reduced 4.92%	18,279 $832,000
Q1 2021 Apr 30, 2021	SELL	$42.41 - $47.37 $23,707 - $26,479	-559 Reduced 2.83%	19,224 $842,000
Q4 2020 Feb 16, 2021	BUY	$36.44 - $42.49 $453,386 - $528,660	12,442 Added 169.49%	19,783 $834,000
Q3 2020 Nov 12, 2020	SELL	$33.84 - $37.9 $327,131 - $366,379	-9,667 Reduced 56.84%	7,341 $268,000
Q2 2020 Aug 03, 2020	SELL	$27.38 - $34.3 $451,441 - $565,538	-16,488 Reduced 49.22%	17,008 $569,000
Q1 2020 May 07, 2020	BUY	$25.76 - $38.65 $862,856 - $1.29 Million	33,496 New	33,496 $953,000

Others Institutions Holding SPEM

# of Institutions

811

Shares Held

195M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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Buckingham Strategic Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History