Resurgent Financial Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Resurgent Financial Advisors LLC

$168 Million
Q4 2024

A detailed history of Resurgent Financial Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 12,214 shares of SPEM stock, worth $492,834. This represents 0.28% of its overall portfolio holdings.

Number of Shares

12,214

Previous 11,986 1.9%

Holding current value

$492,834

Previous $494,000 5.26%

% of portfolio

0.28%

Previous 0.29%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$38.37 - $42.82 $8,748 - $9,762	228 Added 1.9%	12,214 $468,000
Q3 2024 Nov 14, 2024	BUY	$36.02 - $41.68 $16,136 - $18,672	448 Added 3.88%	11,986 $494,000
Q2 2024 Aug 14, 2024	SELL	$35.3 - $38.79 $574,895 - $631,733	-16,286 Reduced 58.53%	11,538 $434,000
Q1 2024 May 10, 2024	BUY	$33.69 - $36.47 $447,740 - $484,686	13,290 Added 91.44%	27,824 $1.01 Million
Q4 2023 Feb 09, 2024	BUY	$32.26 - $35.46 $548 - $602	17 Added 0.12%	14,534 $514,000
Q3 2023 Nov 13, 2023	BUY	$33.36 - $36.37 $9,073 - $9,892	272 Added 1.91%	14,517 $487,000
Q2 2023 Aug 14, 2023	SELL	$33.2 - $35.75 $3,253 - $3,503	-98 Reduced 0.68%	14,245 $489,000
Q1 2023 May 15, 2023	SELL	$32.49 - $36.44 $21,443 - $24,050	-660 Reduced 4.4%	14,343 $489,000
Q4 2022 Feb 14, 2023	SELL	$30.18 - $34.51 $191,431 - $218,896	-6,343 Reduced 29.72%	15,003 $494,000
Q3 2022 Nov 14, 2022	BUY	$31.04 - $35.55 $838 - $959	27 Added 0.13%	21,346 $663,000
Q2 2022 Aug 15, 2022	BUY	$33.85 - $40.03 $16,721 - $19,774	494 Added 2.37%	21,319 $741,000
Q1 2022 May 16, 2022	BUY	$35.69 - $43.02 $13,383 - $16,132	375 Added 1.83%	20,825 $805,000
Q4 2021 May 16, 2022	BUY	$40.07 - $44.51 $819,431 - $910,229	20,450 New	20,450 $849,000

Others Institutions Holding SPEM

# of Institutions

870

Shares Held

213M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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Resurgent Financial Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History