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

Sound Financial Strategies Group, LLC

$111 Million
Q2 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 14,084 shares of SPEM stock, worth $669,412. This represents 0.54% of its overall portfolio holdings.

Number of Shares

14,084

Previous 14,015 0.49%

Holding current value

$669,412

Previous $551,000 9.07%

% of portfolio

0.54%

Previous 0.52%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

959

Shares Held

226M

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 Sound Financial Strategies Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound Financial Strategies Group, LLC with notifications on news.

Account

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