Financial Strategies Group, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Financial Strategies Group, Inc.

  • $374 Million
  • Q1 2024

A detailed history of Financial Strategies Group, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Financial Strategies Group, Inc. holds 565,405 shares of SPEM stock, worth $21.4 Million. This represents 5.47% of its overall portfolio holdings.

Number of Shares
565,405
Previous 572,024 1.16%
Holding current value
$21.4 Million
Previous $20.3 Million 1.02%
% of portfolio
5.47%
Previous 5.8%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024
SELL
$33.69 - $36.47 $222,994 - $241,394
-6,619 Reduced 1.16%
565,405 $20.5 Million
Q4 2023

Jan 30, 2024
BUY
$32.26 - $35.46 $572,485 - $629,273
17,746 Added 3.2%
572,024 $20.3 Million
Q3 2023

Oct 18, 2023
BUY
$33.36 - $36.37 $719,842 - $784,791
21,578 Added 4.05%
554,278 $18.6 Million
Q2 2023

Jul 13, 2023
BUY
$33.2 - $35.75 $1.86 Million - $2.01 Million
56,156 Added 11.78%
532,700 $18.3 Million
Q1 2023

May 02, 2023
BUY
$32.49 - $36.44 $338,968 - $380,178
10,433 Added 2.24%
476,544 $16.3 Million
Q4 2022

Feb 10, 2023
BUY
$30.26 - $34.51 $706,086 - $805,256
23,334 Added 5.27%
466,111 $15.4 Million
Q3 2022

Oct 26, 2022
SELL
N/A
-1,283 Reduced 0.29%
442,777 $0
Q2 2022

Aug 08, 2022
BUY
N/A
39,711 Added 9.82%
444,060 $15.4 Million
Q1 2022

Apr 29, 2022
BUY
N/A
22,704 Added 5.95%
404,349 $15.6 Million
Q4 2021

Feb 07, 2022
BUY
N/A
36,280 Added 10.5%
381,645 $15.8 Million
Q3 2021

Nov 12, 2021
BUY
N/A
27,319 Added 8.59%
345,365 $14.7 Million
Q2 2021

Aug 13, 2021
BUY
N/A
31,086 Added 10.83%
318,046 $14.5 Million
Q1 2021

May 06, 2021
BUY
N/A
3,238 Added 1.14%
286,960 $12.6 Million
Q4 2020

Feb 12, 2021
BUY
N/A
21,620 Added 8.25%
283,722 $12 Million
Q3 2020

Nov 13, 2020
SELL
N/A
-2,670 Reduced 1.01%
262,102 $9.58 Million
Q2 2020

Aug 12, 2020
BUY
N/A
22,419 Added 9.25%
264,772 $8.86 Million
Q1 2020

May 12, 2020
BUY
N/A
30,814 Added 14.57%
242,353 $6.9 Million
Q4 2019

Feb 13, 2020
BUY
N/A
211,539 New
211,539 $7.95 Million

Others Institutions Holding SPEM

# of Institutions
743
Shares Held
185M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPEM Quotes by TradingView
  • Ticker SPEM
  • Sector ETFs
  • Industry ETFs
More about SPEM
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