Patriot Financial Group Insurance Agency, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Patriot Financial Group Insurance Agency, LLC

$706 Million
Q3 2025

A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 32,959 shares of SPEM stock, worth $1.55 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

32,959

Previous 64,256 48.71%

Holding current value

$1.55 Million

Previous $2.75 Million 43.85%

% of portfolio

0.22%

Previous 0.35%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 08, 2025	SELL	$42.67 - $46.91 $1.34 Million - $1.47 Million	-31,297 Reduced 48.71%	32,959 $1.54 Million
Q2 2025 Jul 21, 2025	SELL	$34.72 - $42.74 $29,199 - $35,944	-841 Reduced 1.29%	64,256 $2.75 Million
Q1 2025 Apr 14, 2025	BUY	$37.07 - $40.63 $314,353 - $344,542	8,480 Added 14.98%	65,097 $2.57 Million
Q4 2024 Jan 22, 2025	BUY	$38.37 - $42.82 $95,579 - $106,664	2,491 Added 4.6%	56,617 $2.17 Million
Q3 2024 Oct 24, 2024	BUY	$36.02 - $41.68 $46,501 - $53,808	1,291 Added 2.44%	54,126 $2.23 Million
Q2 2024 Jul 26, 2024	BUY	$35.3 - $38.79 $15,002 - $16,485	425 Added 0.81%	52,835 $1.99 Million
Q1 2024 Apr 30, 2024	SELL	$33.69 - $36.47 $32,881 - $35,594	-976 Reduced 1.83%	52,410 $1.9 Million
Q4 2023 Jan 19, 2024	BUY	$32.26 - $35.46 $8,387 - $9,219	260 Added 0.49%	53,386 $1.89 Million
Q3 2023 Oct 19, 2023	SELL	$33.36 - $36.37 $39,398 - $42,952	-1,181 Reduced 2.17%	53,126 $1.78 Million
Q2 2023 Jul 17, 2023	BUY	$33.2 - $35.75 $192,593 - $207,385	5,801 Added 11.96%	54,307 $1.87 Million
Q1 2023 Apr 20, 2023	BUY	$32.49 - $36.44 $124,241 - $139,346	3,824 Added 8.56%	48,506 $1.66 Million
Q4 2022 Jan 17, 2023	BUY	$30.18 - $34.51 $50,038 - $57,217	1,658 Added 3.85%	44,682 $0
Q3 2022 Oct 31, 2022	BUY	$31.04 - $35.55 $148,464 - $170,035	4,783 Added 12.51%	43,024 $1.34 Million
Q2 2022 Jul 29, 2022	BUY	$33.85 - $40.03 $83,338 - $98,553	2,462 Added 6.88%	38,241 $1.33 Million
Q1 2022 May 11, 2022	BUY	$35.69 - $43.02 $95,470 - $115,078	2,675 Added 8.08%	35,779 $1.38 Million
Q4 2021 Jan 10, 2022	BUY	$40.07 - $44.51 $6,451 - $7,166	161 Added 0.49%	33,104 $1.37 Million
Q3 2021 Nov 24, 2021	BUY	$41.44 - $45.27 $54,244 - $59,258	1,309 Added 4.14%	32,943 $1.4 Million
Q2 2021 Jul 30, 2021	BUY	$42.87 - $46.35 $133,968 - $144,843	3,125 Added 10.96%	31,634 $1.44 Million
Q1 2021 Apr 29, 2021	BUY	$42.41 - $47.37 $72,012 - $80,434	1,698 Added 6.33%	28,509 $1.25 Million
Q4 2020 Jan 15, 2021	BUY	$36.44 - $42.49 $179,284 - $209,050	4,920 Added 22.47%	26,811 $1.13 Million
Q3 2020 Oct 21, 2020	BUY	$33.84 - $37.9 $68,492 - $76,709	2,024 Added 10.19%	21,891 $800,000
Q2 2020 Jul 10, 2020	BUY	$27.38 - $34.3 $2,135 - $2,675	78 Added 0.39%	19,867 $665,000
Q1 2020 Apr 15, 2020	BUY	$25.76 - $38.65 $48,428 - $72,662	1,880 Added 10.5%	19,789 $563,000
Q4 2019 Jan 22, 2020	BUY	$33.84 - $38.03 $284,628 - $319,870	8,411 Added 88.56%	17,909 $673,000
Q3 2019 Oct 25, 2019	BUY	$34.28 - $35.36 $93,378 - $96,320	2,724 Added 40.21%	9,498 $326,000
Q2 2019 Aug 07, 2019	BUY	N/A	3,446 Added 103.55%	6,774 $245,000
Q1 2019 Apr 29, 2019	BUY	N/A	1,429 Added 75.25%	3,328 $119,000
Q4 2018 Feb 04, 2019	BUY	N/A	962 Added 102.67%	1,899 $61,000
Q3 2018 Oct 30, 2018	BUY	N/A	937 New	937 $33,000

Others Institutions Holding SPEM

# of Institutions

959

Shares Held

226M

Call Options Held

Put Options Held

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Patriot Financial Group Insurance Agency, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History