Sound Financial Strategies Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Sound Financial Strategies Group, LLC

  • $128 Million
  • Q3 2025

A detailed history of Sound Financial Strategies Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Sound Financial Strategies Group, LLC holds 14,662 shares of SPEM stock, worth $695,711. This represents 0.54% of its overall portfolio holdings.

Number of Shares
14,662
Previous 14,084 4.1%
Holding current value
$695,711
Previous $601,000 14.14%
% of portfolio
0.54%
Previous 0.54%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$42.67 - $46.91 $24,663 - $27,113
578 Added 4.1%
14,662 $686,000
Q2 2025

Aug 06, 2025
BUY
$34.72 - $42.74 $2,395 - $2,949
69 Added 0.49%
14,084 $601,000
Q1 2025

May 09, 2025
BUY
$37.07 - $40.63 $18,609 - $20,396
502 Added 3.71%
14,015 $551,000
Q4 2024

Feb 06, 2025
SELL
$38.37 - $42.82 $58,207 - $64,957
-1,517 Reduced 10.09%
13,513 $518,000
Q3 2024

Nov 12, 2024
SELL
$36.02 - $41.68 $3,241 - $3,751
-90 Reduced 0.6%
15,030 $620,000
Q2 2024

Aug 12, 2024
BUY
$35.3 - $38.79 $533,736 - $586,504
15,120 New
15,120 $569,000

Others Institutions Holding SPEM

# of Institutions
988
Shares Held
238M
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
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