Strategic Financial Concepts, LLC Spdr Portfolio Transaction History

Strategic Financial Concepts, LLC

$533 Billion
Q1 2025

A detailed history of Strategic Financial Concepts, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 51,652 shares of SPMD stock, worth $2.89 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

51,652

Previous 57,185 9.68%

Holding current value

$2.89 Million

Previous $3.13 Billion 15.47%

% of portfolio

0.5%

Previous 0.6%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$50.21 - $57.73 $277,811 - $319,420	-5,533 Reduced 9.68%	51,652 $2.64 Billion
Q4 2024 Jan 30, 2025	SELL	$54.13 - $59.56 $12.6 Million - $13.9 Million	-233,377 Reduced 80.32%	57,185 $3.13 Billion
Q4 2024 Jan 27, 2025	BUY	$54.13 - $59.56 $15.3 Million - $16.8 Million	282,150 Added 3354.14%	290,562 $3.13 Billion
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

# of Institutions

751

Shares Held

216M

Call Options Held

14.1K

Put Options Held

700

View Full List

About SPDR PORTFOLIO

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Strategic Financial Concepts, LLC Spdr Portfolio Transaction History