A detailed history of Strategic Financial Concepts, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 8,412 shares of SPMD stock, worth $493,027. This represents 0.15% of its overall portfolio holdings.

Number of Shares
8,412
Previous 460,239 98.17%
Holding current value
$493,027
Previous $2.81 Billion 83.64%
% of portfolio
0.15%
Previous 1.64%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$50.29 - $54.92 $22.7 Million - $24.8 Million
-451,827 Reduced 98.17%
8,412 $460 Million
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

About SPDR PORTFOLIO


  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
More about SPMD
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.