Financial Insights, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Financial Insights, Inc.

$266 Million
Q2 2025

A detailed history of Financial Insights, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Financial Insights, Inc. holds 154,460 shares of SPEM stock, worth $7.33 Million. This represents 2.48% of its overall portfolio holdings.

Number of Shares

154,460

Previous 153,319 0.74%

Holding current value

$7.33 Million

Previous $6.04 Million 9.36%

% of portfolio

2.48%

Previous 2.44%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	BUY	$34.72 - $42.74 $39,615 - $48,766	1,141 Added 0.74%	154,460 $6.6 Million
Q1 2025 Apr 24, 2025	BUY	$37.07 - $40.63 $57,717 - $63,260	1,557 Added 1.03%	153,319 $6.04 Million
Q4 2024 Mar 05, 2025	SELL	$38.37 - $42.82 $975,096 - $1.09 Million	-25,413 Reduced 14.34%	151,762 $5.82 Million
Q3 2024 Oct 22, 2024	SELL	$36.02 - $41.68 $776,447 - $898,454	-21,556 Reduced 10.85%	177,175 $7.31 Million
Q2 2024 Jul 16, 2024	SELL	$35.3 - $38.79 $119,066 - $130,838	-3,373 Reduced 1.67%	198,731 $7.49 Million

Q1 2024 Apr 25, 2024	SELL	$33.69 - $36.47 $1.14 Million - $1.24 Million	-33,934 Reduced 14.38%	202,104 $7.31 Million
Q4 2023 Jan 24, 2024	BUY	$32.26 - $35.46 $2.09 Million - $2.3 Million	64,879 Added 37.91%	236,038 $8.36 Million
Q3 2023 Dec 06, 2023	BUY	$33.36 - $36.37 $3.98 Million - $4.34 Million	119,299 Added 87.13%	256,224 $8.6 Million
Q2 2023 Jan 24, 2024	SELL	$33.2 - $35.75 $2.82 Million - $3.04 Million	-85,065 Reduced 33.2%	171,159 $5.88 Million
Q1 2023 Apr 17, 2023	BUY	$32.49 - $36.44 $1.54 Million - $1.73 Million	47,431 Added 53.0%	136,925 $4.67 Million
Q4 2022 Feb 09, 2023	SELL	$30.18 - $34.51 $191,371 - $218,827	-6,341 Reduced 6.62%	89,494 $2.95 Million
Q3 2022 Oct 26, 2022	BUY	$31.04 - $35.55 $1.05 Million - $1.21 Million	33,938 Added 54.83%	95,835 $2.98 Million
Q2 2022 Aug 03, 2022	BUY	$33.85 - $40.03 $2.1 Million - $2.48 Million	61,897 New	61,897 $2.15 Million

Others Institutions Holding SPEM

# of Institutions

988

Shares Held

241M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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Financial Insights, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History