Strategic Financial Planning, Inc. Spdr Portfolio Transaction History

Strategic Financial Planning, Inc.

$134 Million
Q1 2024

A detailed history of Strategic Financial Planning, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Strategic Financial Planning, Inc. holds 5,879 shares of SPMD stock, worth $300,240. This represents 0.23% of its overall portfolio holdings.

Number of Shares

5,879

Previous 5,781 1.7%

Holding current value

$300,240

Previous $281,000 11.39%

% of portfolio

0.23%

Previous 0.22%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	BUY	$47.16 - $53.34 $4,621 - $5,227	98 Added 1.7%	5,879 $313,000
Q4 2023 Feb 12, 2024	BUY	$40.76 - $49.2 $3,872 - $4,674	95 Added 1.67%	5,781 $281,000
Q3 2023 Nov 09, 2023	SELL	$43.23 - $47.8 $10,634 - $11,758	-246 Reduced 4.15%	5,686 $248,000
Q2 2023 Aug 10, 2023	BUY	$42.21 - $45.89 $168 - $183	4 Added 0.07%	5,932 $272,000
Q1 2023 May 10, 2023	SELL	$41.67 - $47.74 $2,458 - $2,816	-59 Reduced 0.99%	5,928 $260,000

Q4 2022 Feb 14, 2023	BUY	$41.68 - $45.21 $10,503 - $11,392	252 Added 4.39%	5,987 $254,000
Q3 2022 Nov 14, 2022	BUY	N/A	5,735 New	5,735 $221,000
Q1 2022 May 05, 2022	SELL	N/A	-5,136 Closed	0 $0
Q4 2021 Feb 07, 2022	BUY	N/A	500 Added 10.79%	5,136 $255,000
Q3 2021 Nov 09, 2021	BUY	N/A	191 Added 4.3%	4,636 $214,000
Q2 2021 Aug 06, 2021	SELL	N/A	-1,680 Reduced 27.43%	4,445 $210,000
Q1 2021 May 07, 2021	BUY	N/A	846 Added 16.03%	6,125 $280,000
Q4 2020 Feb 11, 2021	BUY	N/A	5,279 New	5,279 $213,000

Others Institutions Holding SPMD

# of Institutions

590

Shares Held

169M

Call Options Held

Put Options Held

View Full List

About SPDR PORTFOLIO

Ticker SPMD
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Strategic Financial Planning, Inc. Spdr Portfolio Transaction History