Narus Financial Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Narus Financial Partners, LLC

$248 Billion
Q2 2024

A detailed history of Narus Financial Partners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Narus Financial Partners, LLC holds 7,074 shares of SPEM stock, worth $264,284. This represents 0.11% of its overall portfolio holdings.

Number of Shares

7,074

Previous 7,005 0.99%

Holding current value

$264,284

Previous $253 Million 5.12%

% of portfolio

0.11%

Previous 0.11%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	BUY	$35.3 - $38.79 $2,435 - $2,676	69 Added 0.99%	7,074 $266 Million
Q1 2024 Apr 18, 2024	SELL	$33.69 - $36.47 $10,342 - $11,196	-307 Reduced 4.2%	7,005 $253 Million
Q4 2023 Jan 25, 2024	BUY	$32.26 - $35.46 $11,258 - $12,375	349 Added 5.01%	7,312 $259 Million
Q3 2023 Oct 30, 2023	BUY	$33.36 - $36.37 $9,274 - $10,110	278 Added 4.16%	6,963 $234 Million
Q2 2023 Aug 30, 2023	BUY	$33.2 - $35.75 $20,351 - $21,914	613 Added 10.1%	6,685 $230 Million

Q1 2023 Jun 27, 2023	BUY	$32.49 - $36.44 $197,279 - $221,263	6,072 New	6,072 $207 Million
Q2 2022 Oct 12, 2023	SELL	N/A	-509 Reduced 7.61%	6,176 $215 Million
Q1 2022 Sep 12, 2023	BUY	N/A	2,666 Added 39.88%	9,351 $361 Million
Q1 2021 Mar 07, 2024	SELL	N/A	-1,364 Reduced 18.65%	5,948 $260 Million

Others Institutions Holding SPEM

# of Institutions

740

Shares Held

188M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
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Narus Financial Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History