Ifp Advisors, Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

A detailed history of Ifp Advisors, Inc transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Ifp Advisors, Inc holds 72,612 shares of SPEM stock, worth $2.91 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

72,612

Previous 78,386 7.37%

Holding current value

$2.91 Million

Previous $3.24 Million 13.88%

% of portfolio

0.1%

Previous 0.12%

37 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$38.37 - $42.82 $221,548 - $247,242	-5,774 Reduced 7.37%	72,612 $2.79 Million
Q3 2024 Feb 04, 2025	SELL	$36.02 - $41.68 $32,778 - $37,928	-910 Reduced 1.15%	78,386 $3.24 Million
Q2 2024 Jul 30, 2024	BUY	$35.3 - $38.79 $520,639 - $572,113	14,749 Added 22.85%	79,296 $2.99 Million
Q1 2024 Jul 30, 2024	SELL	$33.69 - $36.47 $223,971 - $242,452	-6,648 Reduced 9.34%	64,547 $2.34 Million
Q4 2023 Jan 09, 2024	SELL	$32.26 - $35.46 $2.22 Million - $2.44 Million	-68,670 Reduced 49.1%	71,195 $2.52 Million
Q3 2023 Oct 12, 2023	BUY	$33.36 - $36.37 $1.13 Million - $1.23 Million	33,783 Added 31.85%	139,865 $4.7 Million
Q2 2023 Aug 04, 2023	SELL	$33.2 - $35.75 $1.91 Million - $2.06 Million	-57,523 Reduced 35.16%	106,082 $3.65 Million
Q1 2023 Apr 18, 2023	SELL	$32.49 - $36.44 $2.82 Million - $3.17 Million	-86,883 Reduced 34.69%	163,605 $5.58 Million
Q4 2022 Feb 07, 2023	BUY	$30.18 - $34.51 $405,558 - $463,745	13,438 Added 5.67%	250,488 $9.62 Million
Q3 2022 Nov 08, 2022	BUY	$31.04 - $35.55 $3.03 Million - $3.47 Million	97,607 Added 70.0%	237,050 $9.12 Million
Q2 2022 Sep 06, 2022	BUY	$33.85 - $40.03 $4.72 Million - $5.58 Million	139,405 Added 366855.25%	139,443 $5.33 Million
Q2 2022 Aug 12, 2022	SELL	$33.85 - $40.03 $4.72 Million - $5.58 Million	-139,405 Reduced 99.97%	38 $1,000
Q1 2022 Sep 06, 2022	BUY	$35.69 - $43.02 $1.79 Million - $2.15 Million	50,087 Added 56.05%	139,443 $0
Q1 2022 Aug 08, 2022	BUY	$35.69 - $43.02 $242,656 - $292,492	6,799 Added 8.24%	89,356 $0
Q4 2021 Jan 12, 2022	BUY	$40.07 - $44.51 $196,142 - $217,876	4,895 Added 6.3%	82,557 $3.44 Million
Q3 2021 Oct 06, 2021	SELL	$41.44 - $45.27 $5.13 Million - $5.61 Million	-123,859 Reduced 61.46%	77,662 $3.32 Million
Q2 2021 Jul 13, 2021	BUY	$42.87 - $46.35 $732,605 - $792,075	17,089 Added 9.27%	201,521 $9.18 Million
Q1 2021 Apr 30, 2021	BUY	$42.41 - $47.37 $1.84 Million - $2.05 Million	43,324 Added 30.7%	184,432 $8.08 Million
Q4 2020 Jan 25, 2021	BUY	$36.44 - $42.49 $1.96 Million - $2.29 Million	53,778 Added 61.58%	141,108 $5.95 Million
Q3 2020 Oct 29, 2020	BUY	$33.84 - $37.9 $1.47 Million - $1.64 Million	43,293 Added 98.31%	87,330 $3.19 Million
Q2 2020 Aug 05, 2020	SELL	$27.38 - $34.3 $40,303 - $50,489	-1,472 Reduced 3.23%	44,037 $1.47 Million
Q1 2020 May 12, 2020	BUY	$25.76 - $38.65 $19,835 - $29,760	770 Added 1.72%	45,509 $1.34 Million
Q4 2019 Jan 17, 2020	BUY	$33.84 - $38.03 $154,242 - $173,340	4,558 Added 11.34%	44,739 $1.68 Million
Q3 2019 Nov 07, 2019	BUY	$34.28 - $35.36 $1.27 Million - $1.31 Million	36,966 Added 1149.8%	40,181 $1.37 Million
Q1 2019 May 15, 2019	SELL	N/A	-14,150 Reduced 81.49%	3,215 $117,000
Q4 2018 Jan 23, 2019	SELL	N/A	-24,272 Reduced 58.29%	17,365 $0
Q3 2018 Oct 25, 2018	BUY	N/A	6,320 Added 17.9%	41,637 $0
Q2 2018 Aug 07, 2018	BUY	N/A	30,180 Added 587.5%	35,317 $0
Q1 2018 Jun 03, 2019	SELL	N/A	-27,912 Reduced 84.46%	5,137 $196,000
Q1 2018 May 09, 2018	BUY	N/A	27,912 Added 543.35%	33,049 $0
Q4 2017 Jan 24, 2018	BUY	N/A	3,869 Added 305.13%	5,137 $0
Q3 2017 Oct 30, 2017	BUY	N/A	128 Added 11.23%	1,268 $92,000
Q2 2017 Jun 03, 2019	BUY	N/A	232 Added 25.55%	1,140 $76,000
Q1 2017 Jun 03, 2019	SELL	N/A	-455 Reduced 33.38%	908 $58,000
Q4 2016 Jun 03, 2019	BUY	N/A	415 Added 43.78%	1,363 $78,000
Q2 2016 Jun 03, 2019	SELL	N/A	-2,267 Reduced 70.51%	948 $53,000
Q1 2016 Jun 03, 2019	BUY	N/A	3,215	3,215 $117,000

Others Institutions Holding SPEM

# of Institutions

869

Shares Held

212M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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