Phillips Financial Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Phillips Financial Management, LLC

  • $1.25 Billion
  • Q3 2024

A detailed history of Phillips Financial Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Phillips Financial Management, LLC holds 317 shares of SPEM stock, worth $12,134. This represents 0.0% of its overall portfolio holdings.

Number of Shares
317
Previous 480 33.96%
Holding current value
$12,134
Previous $18,000 27.78%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
SELL
$36.02 - $41.68 $5,871 - $6,793
-163 Reduced 33.96%
317 $13,000
Q2 2024

Aug 08, 2024
BUY
$35.3 - $38.79 $6,389 - $7,020
181 Added 60.54%
480 $18,000
Q1 2024

Apr 23, 2024
SELL
$33.69 - $36.47 $7,613 - $8,242
-226 Reduced 43.05%
299 $10,000
Q4 2023

Jan 25, 2024
BUY
$32.26 - $35.46 $16,936 - $18,616
525 New
525 $18,000
Q3 2022

Nov 08, 2022
BUY
$31.04 - $35.55 $21,417 - $24,529
690 New
690 $21,000

Others Institutions Holding SPEM

# of Institutions
813
Shares Held
194M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPEM Quotes by TradingView
  • Ticker SPEM
  • Sector ETFs
  • Industry ETFs
More about SPEM
Track This Portfolio

Track Phillips Financial Management, LLC Portfolio

Follow Phillips Financial Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Phillips Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Financial Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email