Financial Enhancement Group LLC Spdr Index Shs Fds Transaction History

Financial Enhancement Group LLC

$608 Million
Q2 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 31, 2024	BUY	$117.82 - $128.91 $237,996 - $260,398	2,020 Added 41.32%	6,909 $889,000
Q2 2024 Aug 02, 2024	BUY	$114.52 - $121.23 $69,742 - $73,829	609 Added 14.23%	4,889 $588,000
Q1 2024 Apr 15, 2024	SELL	$109.37 - $119.93 $295,189 - $323,691	-2,699 Reduced 38.67%	4,280 $513,000
Q4 2023 Jan 18, 2024	BUY	$97.8 - $110.16 $66,601 - $75,018	681 Added 10.81%	6,979 $768,000
Q3 2023 Oct 17, 2023	BUY	$101.14 - $107.06 $7,686 - $8,136	76 Added 1.22%	6,298 $638,000
Q2 2023 Aug 10, 2023	SELL	$99.57 - $104.21 $68,404 - $71,592	-687 Reduced 9.94%	6,222 $648,000
Q1 2023 May 17, 2023	BUY	$93.9 - $100.2 $4,319 - $4,609	46 Added 0.67%	6,909 $686,000
Q4 2022 Feb 09, 2023	BUY	$84.63 - $98.47 $281,648 - $327,708	3,328 Added 94.14%	6,863 $644,000
Q3 2022 Oct 27, 2022	BUY	$84.97 - $99.81 $300,368 - $352,828	3,535 New	3,535 $300,000

Others Institutions Holding QWLD

# of Institutions

57

Shares Held

926K

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

325K
Shares

$44 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

104K
Shares

$14.1 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

53.4K
Shares

$7.23 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

44K
Shares

$5.97 Million
0.01% of portfolio
Assetmark, Inc

36.1K
Shares

$4.89 Million
0.01% of portfolio

About SPDR INDEX SHS FDS

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