Marshall Financial Group LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Marshall Financial Group LLC

$412 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 12, 2022	BUY	$31.04 - $35.55 $62 - $71	2 Added 0.01%	20,646 $641,000
Q2 2022 Jul 25, 2022	BUY	$33.85 - $40.03 $67,700 - $80,060	2,000 Added 10.73%	20,644 $718,000
Q1 2022 May 10, 2022	BUY	$35.69 - $43.02 $12,063 - $14,540	338 Added 1.85%	18,644 $720,000
Q4 2021 Jan 27, 2022	BUY	$40.07 - $44.51 $27,808 - $30,889	694 Added 3.94%	18,306 $760,000
Q3 2021 Oct 28, 2021	BUY	$41.44 - $45.27 $29,132 - $31,824	703 Added 4.16%	17,612 $749,000
Q2 2021 Jul 14, 2021	BUY	$42.87 - $46.35 $45,270 - $48,945	1,056 Added 6.66%	16,909 $769,000
Q1 2021 Apr 20, 2021	BUY	$42.41 - $47.37 $9,075 - $10,137	214 Added 1.37%	15,853 $694,000
Q4 2020 Jan 29, 2021	BUY	$36.44 - $42.49 $569,885 - $664,501	15,639 New	15,639 $659,000

Others Institutions Holding SPEM

# of Institutions

812

Shares Held

195M

Call Options Held

0

Put Options Held

0

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