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 148,707 shares of SPEM stock, worth $6.3 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
148,707
Previous 19,846 649.3%
Holding current value
$6.3 Million
Previous $718 Million 19.82%
% of portfolio
0.34%
Previous 0.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SPDR SER TR FDS SPDR PORTFOLIO


  • Ticker SPEM
  • Sector ETFs
  • Industry ETFs
More about SPEM
Track This Portfolio

Track Strategic Financial Concepts, LLC Portfolio

Follow Strategic Financial Concepts, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Financial Concepts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Concepts, LLC with notifications on news.