Rtd Financial Advisors, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Rtd Financial Advisors, Inc.

$781 Million
Q2 2025

A detailed history of Rtd Financial Advisors, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Rtd Financial Advisors, Inc. holds 51,595 shares of SPEM stock, worth $2.44 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

51,595

Previous 33,832 52.5%

Holding current value

$2.44 Million

Previous $1.33 Million 65.29%

% of portfolio

0.28%

Previous 0.18%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$34.72 - $42.74 $616,731 - $759,190	17,763 Added 52.5%	51,595 $2.21 Million
Q1 2025 Apr 16, 2025	BUY	$37.07 - $40.63 $28,988 - $31,772	782 Added 2.37%	33,832 $1.33 Million
Q4 2024 Jan 21, 2025	SELL	$38.37 - $42.82 $2,916 - $3,254	-76 Reduced 0.23%	33,050 $1.27 Million
Q4 2023 Jan 17, 2024	BUY	$32.26 - $35.46 $42,389 - $46,594	1,314 Added 4.13%	33,126 $1.17 Million
Q3 2023 Oct 19, 2023	BUY	$33.36 - $36.37 $9,407 - $10,256	282 Added 0.89%	31,812 $1.07 Million
Q2 2023 Jul 13, 2023	BUY	$33.2 - $35.75 $9,262 - $9,974	279 Added 0.89%	31,530 $1.08 Million
Q1 2023 Apr 18, 2023	SELL	$32.49 - $36.44 $83,109 - $93,213	-2,558 Reduced 7.57%	31,251 $1.07 Million
Q4 2022 Jan 24, 2023	SELL	$30.18 - $34.51 $176,130 - $201,400	-5,836 Reduced 14.72%	33,809 $0
Q3 2022 Oct 12, 2022	SELL	$31.04 - $35.55 $218,769 - $250,556	-7,048 Reduced 15.09%	39,645 $1.23 Million
Q2 2022 Jul 21, 2022	BUY	$33.85 - $40.03 $345,710 - $408,826	10,213 Added 28.0%	46,693 $1.62 Million
Q1 2022 May 03, 2022	BUY	$35.69 - $43.02 $183,910 - $221,682	5,153 Added 16.45%	36,480 $1.41 Million
Q4 2021 May 02, 2022	BUY	$40.07 - $44.51 $1.26 Million - $1.39 Million	31,327 New	31,327 $1.3 Million

Others Institutions Holding SPEM

# of Institutions

957

Shares Held

225M

Call Options Held

Put Options Held

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
Sector ETFs
Industry ETFs

More about SPEM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rtd Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rtd Financial Advisors, Inc. with notifications on news.

Account

Rtd Financial Advisors, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History