Marathon Strategic Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Marathon Strategic Advisors, LLC

$108 Billion
Q2 2025

A detailed history of Marathon Strategic Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Marathon Strategic Advisors, LLC holds 241,408 shares of SPEM stock, worth $10.6 Million. This represents 9.59% of its overall portfolio holdings.

Number of Shares

241,408

Previous 233,502 3.39%

Holding current value

$10.6 Million

Previous $9.19 Billion 12.24%

% of portfolio

9.59%

Previous 9.88%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$34.72 - $42.74 $274,496 - $337,902	7,906 Added 3.39%	241,408 $10.3 Billion
Q1 2025 Apr 17, 2025	BUY	$37.07 - $40.63 $190,873 - $209,203	5,149 Added 2.25%	233,502 $9.19 Billion
Q4 2024 Jan 17, 2025	BUY	$38.37 - $42.82 $8.76 Million - $9.78 Million	228,353 New	228,353 $8.76 Billion
Q3 2024 Oct 07, 2024	BUY	$36.02 - $41.68 $617,094 - $714,061	17,132 Added 8.45%	219,976 $9.08 Billion
Q2 2024 Jul 08, 2024	BUY	$35.3 - $38.79 $43,595 - $47,905	1,235 Added 0.61%	202,844 $7.64 Billion
Q1 2024 Apr 30, 2024	BUY	$33.69 - $36.47 $265,409 - $287,310	7,878 Added 4.07%	201,609 $7.3 Billion
Q4 2023 Apr 30, 2024	BUY	$32.26 - $35.46 $6.25 Million - $6.87 Million	193,731 New	193,731 $6.86 Billion

Others Institutions Holding SPEM

# of Institutions

956

Shares Held

226M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
Sector ETFs
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Marathon Strategic Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History