Financial Advocates Investment Management Spdr Ser Tr Fds Spdr Portfolio Transaction History

Financial Advocates Investment Management

$1.78 Billion
Q3 2024

A detailed history of Financial Advocates Investment Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Financial Advocates Investment Management holds 71,225 shares of SPEM stock, worth $2.8 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

71,225

Previous 66,253 7.5%

Holding current value

$2.8 Million

Previous $2.5 Million 17.84%

% of portfolio

0.17%

Previous 0.16%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$36.02 - $41.68 $179,091 - $207,232	4,972 Added 7.5%	71,225 $2.94 Million
Q2 2024 Jul 26, 2024	BUY	$35.3 - $38.79 $286,353 - $314,664	8,112 Added 13.95%	66,253 $2.5 Million
Q1 2024 May 01, 2024	SELL	$33.69 - $36.47 $151,268 - $163,750	-4,490 Reduced 7.17%	58,141 $2.1 Million
Q4 2023 Feb 08, 2024	BUY	$32.26 - $35.46 $35,453 - $38,970	1,099 Added 1.79%	62,631 $2.22 Million
Q3 2023 Oct 27, 2023	BUY	$33.36 - $36.37 $204,163 - $222,584	6,120 Added 11.04%	61,532 $2.07 Million
Q2 2023 Aug 07, 2023	BUY	$33.2 - $35.75 $420,312 - $452,595	12,660 Added 29.61%	55,412 $1.91 Million
Q1 2023 May 11, 2023	BUY	$32.49 - $36.44 $429,127 - $481,299	13,208 Added 44.71%	42,752 $1.46 Million
Q4 2022 Feb 14, 2023	BUY	$30.18 - $34.51 $50,189 - $57,390	1,663 Added 5.96%	29,544 $973,000
Q3 2022 Nov 14, 2022	BUY	$31.04 - $35.55 $227,057 - $260,048	7,315 Added 35.57%	27,881 $900,000
Q2 2022 Aug 12, 2022	SELL	$33.85 - $40.03 $259,934 - $307,390	-7,679 Reduced 27.19%	20,566 $715,000
Q1 2022 May 11, 2022	BUY	$35.69 - $43.02 $129,126 - $155,646	3,618 Added 14.69%	28,245 $1.09 Million
Q4 2021 Feb 14, 2022	BUY	$40.07 - $44.51 $192,736 - $214,093	4,810 Added 24.27%	24,627 $1.02 Million
Q3 2021 Nov 04, 2021	BUY	$41.44 - $45.27 $21,631 - $23,630	522 Added 2.71%	19,817 $843,000
Q2 2021 Aug 03, 2021	BUY	$42.87 - $46.35 $8,145 - $8,806	190 Added 0.99%	19,295 $878,000
Q1 2021 May 10, 2021	BUY	$42.41 - $47.37 $434,956 - $485,826	10,256 Added 115.9%	19,105 $836,000
Q4 2020 Feb 12, 2021	BUY	$36.44 - $42.49 $73,827 - $86,084	2,026 Added 29.69%	8,849 $373,000
Q3 2020 Nov 04, 2020	BUY	$33.84 - $37.9 $15,092 - $16,903	446 Added 6.99%	6,823 $249,000
Q2 2020 Aug 14, 2020	SELL	$27.38 - $34.3 $52,432 - $65,684	-1,915 Reduced 23.09%	6,377 $213,000
Q1 2020 Apr 29, 2020	BUY	$25.76 - $38.65 $213,601 - $320,485	8,292 New	8,292 $236,000

Others Institutions Holding SPEM

# of Institutions

810

Shares Held

195M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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Financial Advocates Investment Management Spdr Ser Tr Fds Spdr Portfolio Transaction History