Pinnacle Family Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Pinnacle Family Advisors, LLC

$162 Million
Q1 2025

A detailed history of Pinnacle Family Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 9,112 shares of SPEM stock, worth $378,056. This represents 0.22% of its overall portfolio holdings.

Number of Shares

9,112

Previous 9,215 1.12%

Holding current value

$378,056

Previous $353,000 1.42%

% of portfolio

0.22%

Previous 0.19%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$37.07 - $40.63 $3,818 - $4,184	-103 Reduced 1.12%	9,112 $358,000
Q4 2024 Feb 14, 2025	BUY	$38.37 - $42.82 $28,317 - $31,601	738 Added 8.71%	9,215 $353,000
Q3 2024 Nov 14, 2024	BUY	$36.02 - $41.68 $684 - $791	19 Added 0.22%	8,477 $349,000
Q2 2024 Aug 14, 2024	SELL	$35.3 - $38.79 $706 - $775	-20 Reduced 0.24%	8,458 $318,000
Q1 2024 May 15, 2024	BUY	$33.69 - $36.47 $51,343 - $55,580	1,524 Added 21.92%	8,478 $306,000
Q4 2023 Feb 14, 2024	SELL	$32.26 - $35.46 $3,322 - $3,652	-103 Reduced 1.46%	6,954 $246,000
Q3 2023 Nov 14, 2023	SELL	$33.36 - $36.37 $4,603 - $5,019	-138 Reduced 1.92%	7,057 $236,000
Q2 2023 Aug 14, 2023	BUY	$33.2 - $35.75 $25,398 - $27,348	765 Added 11.9%	7,195 $247,000
Q1 2023 May 15, 2023	SELL	$32.49 - $36.44 $259 - $291	-8 Reduced 0.12%	6,430 $219,000
Q4 2022 Feb 10, 2023	BUY	$30.18 - $34.51 $194,298 - $222,175	6,438 New	6,438 $212,000
Q2 2022 Aug 15, 2022	SELL	$33.85 - $40.03 $224,053 - $264,958	-6,619 Reduced 51.08%	6,339 $220,000
Q1 2022 May 16, 2022	BUY	$35.69 - $43.02 $36,403 - $43,880	1,020 Added 8.54%	12,958 $501,000
Q4 2021 Feb 14, 2022	BUY	$40.07 - $44.51 $203,074 - $225,576	5,068 Added 73.77%	11,938 $495,000
Q3 2021 Nov 12, 2021	BUY	$41.44 - $45.27 $85,697 - $93,618	2,068 Added 43.07%	6,870 $292,000
Q2 2021 Aug 16, 2021	BUY	$42.87 - $46.35 $3,686 - $3,986	86 Added 1.82%	4,802 $219,000
Q1 2021 May 14, 2021	BUY	$42.41 - $47.37 $200,005 - $223,396	4,716 New	4,716 $206,000

Others Institutions Holding SPEM

# of Institutions

911

Shares Held

208M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
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Pinnacle Family Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History