A detailed history of Strategic Financial Planning, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Strategic Financial Planning, Inc. holds 43,495 shares of SPEM stock, worth $1.71 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares
43,495
Previous 39,657 9.68%
Holding current value
$1.71 Million
Previous $1.49 Million 20.23%
% of portfolio
1.19%
Previous 1.08%

Shares

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

Oct 25, 2024

BUY
$36.02 - $41.68 $138,244 - $159,967
3,838 Added 9.68%
43,495 $1.8 Million
Q2 2024

Aug 09, 2024

SELL
$35.3 - $38.79 $41,583 - $45,694
-1,178 Reduced 2.88%
39,657 $1.49 Million
Q1 2024

Apr 22, 2024

SELL
$33.69 - $36.47 $101 - $109
-3 Reduced 0.01%
40,835 $1.48 Million
Q4 2023

Feb 12, 2024

BUY
$32.26 - $35.46 $981,413 - $1.08 Million
30,422 Added 292.07%
40,838 $1.45 Million
Q3 2023

Nov 09, 2023

SELL
$33.36 - $36.37 $2,969 - $3,236
-89 Reduced 0.85%
10,416 $349,000
Q2 2023

Aug 10, 2023

SELL
$33.2 - $35.75 $87,847 - $94,594
-2,646 Reduced 20.12%
10,505 $361,000
Q1 2023

May 10, 2023

SELL
$32.49 - $36.44 $1,299 - $1,457
-40 Reduced 0.3%
13,151 $448,000
Q4 2022

Feb 14, 2023

SELL
$30.18 - $34.51 $303,037 - $346,514
-10,041 Reduced 43.22%
13,191 $434,000
Q3 2022

Nov 14, 2022

BUY
$31.04 - $35.55 $290,379 - $332,570
9,355 Added 67.41%
23,232 $721,000
Q2 2022

Aug 03, 2022

SELL
$33.85 - $40.03 $508,934 - $601,851
-15,035 Reduced 52.0%
13,877 $482,000
Q1 2022

May 05, 2022

BUY
$35.69 - $43.02 $693,135 - $835,491
19,421 Added 204.63%
28,912 $1.12 Million
Q4 2021

Feb 07, 2022

SELL
$40.07 - $44.51 $88,795 - $98,634
-2,216 Reduced 18.93%
9,491 $394,000
Q3 2021

Nov 09, 2021

SELL
$41.44 - $45.27 $58,016 - $63,378
-1,400 Reduced 10.68%
11,707 $498,000
Q2 2021

Aug 06, 2021

BUY
$42.87 - $46.35 $326,412 - $352,908
7,614 Added 138.61%
13,107 $596,000
Q1 2021

May 07, 2021

BUY
$42.41 - $47.37 $16,073 - $17,953
379 Added 7.41%
5,493 $240,000
Q4 2020

Feb 11, 2021

BUY
$36.44 - $42.49 $186,354 - $217,293
5,114 New
5,114 $216,000
Q1 2020

Apr 21, 2020

SELL
$25.76 - $38.65 $3.68 Million - $5.53 Million
-143,004 Closed
0 $0
Q4 2019

Feb 13, 2020

BUY
$33.84 - $38.03 $4.84 Million - $5.44 Million
143,004 New
143,004 $5.38 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 Planning, Inc. Portfolio

Follow Strategic Financial Planning, Inc. 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 Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Planning, Inc. with notifications on news.