Pacific Financial Group Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History

Pacific Financial Group Inc

$124 Million
Q1 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 19, 2021	SELL	$41.44 - $45.27 $1.58 Million - $1.73 Million	-38,134 Closed	0 $0
Q2 2021 Jul 22, 2021	BUY	$42.87 - $46.35 $1.63 Million - $1.77 Million	38,134 New	38,134 $1.74 Million
Q4 2020 Jan 12, 2021	SELL	$36.44 - $42.49 $655 - $764	-18 Closed	0 $0
Q3 2020 Nov 09, 2020	BUY	$33.84 - $37.9 $609 - $682	18 New	18 $1,000
Q1 2020 Apr 08, 2020	SELL	$25.76 - $38.65 $1.7 Million - $2.56 Million	-66,157 Closed	0 $0
Q4 2019 Jan 07, 2020	BUY	$33.84 - $38.03 $135,596 - $152,386	4,007 Added 6.45%	66,157 $2.49 Million
Q3 2019 Oct 03, 2019	BUY	$34.28 - $35.36 $11,723 - $12,093	342 Added 0.55%	62,150 $2.22 Million
Q2 2019 Jul 08, 2019	BUY	N/A	18 Added 0.03%	61,808 $2.21 Million
Q1 2019 May 14, 2019	BUY	N/A	61,790 New	61,790 $2.21 Million

Others Institutions Holding SPEM

# of Institutions

886

Shares Held

211M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

23.2M
Shares

$916 Million
0.87% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18.7M
Shares

$735 Million
1.51% of portfolio
Lpl Financial LLC Fort Mill, SC

10.1M
Shares

$397 Million
0.16% of portfolio
Allworth Financial LP

6.57M
Shares

$259 Million
1.49% of portfolio
Envestnet Asset Management Inc

6.36M
Shares

$251 Million
0.08% of portfolio

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