Strategic Financial Concepts, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Strategic Financial Concepts, LLC

$711 Billion
Q2 2025

A detailed history of Strategic Financial Concepts, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 359,245 shares of SPEM stock, worth $16.9 Million. This represents 2.16% of its overall portfolio holdings.

Number of Shares

359,245

Previous 19,155 1775.46%

Holding current value

$16.9 Million

Previous $754 Million 1936.05%

% of portfolio

2.16%

Previous 0.14%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	$34.72 - $42.74 $11.8 Million - $14.5 Million	340,090 Added 1775.46%	359,245 $15.4 Billion
Q1 2025 Apr 28, 2025	SELL	$37.07 - $40.63 $116,029 - $127,171	-3,130 Reduced 14.05%	19,155 $754 Million
Q4 2024 Jan 30, 2025	SELL	$38.37 - $42.82 $1.37 Million - $1.53 Million	-35,800 Reduced 61.63%	22,285 $855 Million
Q4 2024 Jan 27, 2025	BUY	$38.37 - $42.82 $2.23 Million - $2.49 Million	58,085 New	58,085 $855 Million
Q2 2024 Aug 06, 2024	BUY	$35.3 - $38.79 $4.55 Million - $5 Million	128,861 Added 649.3%	148,707 $576 Million
Q1 2024 Apr 22, 2024	SELL	$33.69 - $36.47 $264,466 - $286,289	-7,850 Reduced 28.34%	19,846 $718 Million
Q4 2023 Jan 18, 2024	BUY	$32.26 - $35.46 $174,171 - $191,448	5,399 Added 24.21%	27,696 $981 Million
Q3 2023 Nov 07, 2023	BUY	$33.36 - $36.37 $493,527 - $538,057	14,794 Added 197.17%	22,297 $749 Million
Q2 2023 Sep 06, 2023	BUY	$33.2 - $35.75 $249,099 - $268,232	7,503 New	7,503 $258 Million

Others Institutions Holding SPEM

# of Institutions

963

Shares Held

226M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
Sector ETFs
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Strategic Financial Concepts, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History