Mc Clarren Financial Advisors, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Mc Clarren Financial Advisors, Inc.

$35.6 Million
Q4 2024

A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 2,885 shares of SPEM stock, worth $111,736. This represents 0.31% of its overall portfolio holdings.

Number of Shares

2,885

Previous 2,569 12.3%

Holding current value

$111,736

Previous $182,000 39.56%

% of portfolio

0.31%

Previous 0.02%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$38.37 - $42.82 $12,124 - $13,531	316 Added 12.3%	2,885 $110,000
Q3 2024 Oct 18, 2024	BUY	$36.02 - $41.68 $78,991 - $91,404	2,193 Added 583.24%	2,569 $182,000
Q2 2024 Jul 26, 2024	SELL	$35.3 - $38.79 $120,620 - $132,545	-3,417 Reduced 90.09%	376 $117,000
Q1 2024 Jul 26, 2024	BUY	$33.69 - $36.47 $108,245 - $117,178	3,213 Added 553.97%	3,793 $138,000
Q1 2024 May 03, 2024	SELL	$33.69 - $36.47 $132,974 - $143,947	-3,947 Reduced 87.19%	580 $138,000
Q4 2023 Feb 02, 2024	SELL	$32.26 - $35.46 $7,419 - $8,155	-230 Reduced 4.83%	4,527 $160,000
Q3 2023 Nov 03, 2023	SELL	$33.36 - $36.37 $33 - $36	-1 Reduced 0.02%	4,757 $156,000
Q2 2023 Aug 04, 2023	SELL	$33.2 - $35.75 $6,374 - $6,864	-192 Reduced 3.88%	4,758 $163,000
Q1 2023 May 05, 2023	SELL	$32.49 - $36.44 $324 - $364	-10 Reduced 0.2%	4,950 $160,000
Q4 2022 Jan 30, 2023	BUY	$30.18 - $34.51 $2,867 - $3,278	95 Added 1.95%	4,960 $163,000
Q3 2022 Oct 31, 2022	BUY	$31.04 - $35.55 $151,009 - $172,950	4,865 New	4,865 $151,000
Q2 2022 Aug 11, 2022	SELL	$33.85 - $40.03 $181,639 - $214,800	-5,366 Closed	0 $0
Q1 2022 Apr 29, 2022	SELL	$35.69 - $43.02 $392 - $473	-11 Reduced 0.2%	5,366 $204,000
Q4 2021 Jan 19, 2022	BUY	$40.07 - $44.51 $921 - $1,023	23 Added 0.43%	5,377 $223,000
Q3 2021 Oct 15, 2021	BUY	$41.44 - $45.27 $455 - $497	11 Added 0.21%	5,354 $227,000
Q2 2021 Jul 23, 2021	SELL	$42.87 - $46.35 $11,917 - $12,885	-278 Reduced 4.95%	5,343 $241,000
Q1 2021 Apr 21, 2021	SELL	$42.41 - $47.37 $3,986 - $4,452	-94 Reduced 1.64%	5,621 $245,000
Q4 2020 Jan 29, 2021	BUY	$36.44 - $42.49 $208,254 - $242,830	5,715 New	5,715 $239,000

Others Institutions Holding SPEM

# of Institutions

823

Shares Held

196M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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Mc Clarren Financial Advisors, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History