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

Sound Financial Strategies Group, LLC

  • $114 Million
  • Q3 2024

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 15,030 shares of SPEM stock, worth $590,528. This represents 0.55% of its overall portfolio holdings.

Number of Shares
15,030
Previous 15,120 0.6%
Holding current value
$590,528
Previous $569,000 8.96%
% of portfolio
0.55%
Previous 0.54%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
810
Shares Held
195M
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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