Strategic Financial Concepts, LLC Spdr Portfolio Transaction History

Strategic Financial Concepts, LLC

  • $172 Billion
  • Q2 2024

A detailed history of Strategic Financial Concepts, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 460,239 shares of SPMD stock, worth $26.6 Million. This represents 1.64% of its overall portfolio holdings.

Number of Shares
460,239
Previous 57,650 698.33%
Holding current value
$26.6 Million
Previous $3.08 Billion 8.59%
% of portfolio
1.64%
Previous 0.74%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
BUY
$49.54 - $53.39 $19.9 Million - $21.5 Million
402,589 Added 698.33%
460,239 $2.81 Billion
Q1 2024

Apr 22, 2024
SELL
$47.16 - $53.34 $424,581 - $480,220
-9,003 Reduced 13.51%
57,650 $3.08 Billion
Q4 2023

Jan 18, 2024
BUY
$40.76 - $49.2 $963,118 - $1.16 Million
23,629 Added 54.92%
66,653 $3.25 Billion
Q3 2023

Nov 07, 2023
BUY
$43.23 - $47.8 $1.27 Million - $1.4 Million
29,340 Added 214.41%
43,024 $1.88 Billion
Q2 2023

Sep 06, 2023
BUY
$42.21 - $45.89 $577,601 - $627,958
13,684 New
13,684 $628 Million

Others Institutions Holding SPMD

# of Institutions
632
Shares Held
184M
Call Options Held
100
Put Options Held
300
View Full List

About SPDR PORTFOLIO

SPMD Quotes by TradingView
  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
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