Tobias Financial Advisors, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Tobias Financial Advisors, Inc.

$486 Million
Q3 2024

A detailed history of Tobias Financial Advisors, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 50,837 shares of SPEM stock, worth $2 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

50,837

Previous 52,043 2.32%

Holding current value

$2 Million

Previous $1.96 Million 7.04%

% of portfolio

0.43%

Previous 0.43%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$36.02 - $41.68 $43,440 - $50,266	-1,206 Reduced 2.32%	50,837 $2.1 Million
Q2 2024 Aug 13, 2024	SELL	$35.3 - $38.79 $238,098 - $261,638	-6,745 Reduced 11.47%	52,043 $1.96 Million
Q1 2024 May 02, 2024	SELL	$33.69 - $36.47 $54,240 - $58,716	-1,610 Reduced 2.67%	58,788 $2.13 Million
Q4 2023 Feb 14, 2024	SELL	$32.26 - $35.46 $151,525 - $166,555	-4,697 Reduced 7.22%	60,398 $2.14 Million
Q3 2023 Nov 03, 2023	SELL	$33.36 - $36.37 $100,180 - $109,219	-3,003 Reduced 4.41%	65,095 $2.19 Million
Q2 2023 Aug 03, 2023	BUY	$33.2 - $35.75 $1,062 - $1,144	32 Added 0.05%	68,098 $2.34 Million
Q1 2023 Apr 24, 2023	SELL	$32.49 - $36.44 $15,497 - $17,381	-477 Reduced 0.7%	68,066 $2.32 Million
Q4 2022 Feb 13, 2023	BUY	$30.18 - $34.51 $8,239 - $9,421	273 Added 0.4%	68,543 $2.26 Million
Q3 2022 Nov 14, 2022	SELL	$31.04 - $35.55 $367,637 - $421,054	-11,844 Reduced 14.78%	68,270 $2.12 Million
Q2 2022 Aug 12, 2022	BUY	$33.85 - $40.03 $464,286 - $549,051	13,716 Added 20.66%	80,114 $2.79 Million
Q1 2022 May 09, 2022	BUY	$35.69 - $43.02 $2.37 Million - $2.86 Million	66,398 New	66,398 $2.57 Million
Q4 2021 Feb 09, 2022	SELL	$40.07 - $44.51 $1.82 Million - $2.03 Million	-45,536 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$41.44 - $45.27 $59,549 - $65,052	1,437 Added 3.26%	45,536 $1.94 Million
Q2 2021 Aug 12, 2021	BUY	$42.87 - $46.35 $41,712 - $45,098	973 Added 2.26%	44,099 $2.01 Million
Q1 2021 May 07, 2021	BUY	$42.41 - $47.37 $848 - $947	20 Added 0.05%	43,126 $1.89 Million
Q4 2020 Feb 12, 2021	BUY	$36.44 - $42.49 $8,782 - $10,240	241 Added 0.56%	43,106 $1.82 Million
Q3 2020 Nov 05, 2020	SELL	$33.84 - $37.9 $109,641 - $122,796	-3,240 Reduced 7.03%	42,865 $1.57 Million
Q2 2020 Nov 05, 2020	BUY	$27.38 - $34.3 $587,410 - $735,872	21,454 Added 87.03%	46,105 $1.54 Million
Q1 2020 May 13, 2020	BUY	$25.76 - $38.65 $35,110 - $52,679	1,363 Added 5.85%	24,651 $702,000
Q4 2019 Feb 04, 2020	BUY	$33.84 - $38.03 $788,065 - $885,642	23,288 New	23,288 $875,000

Others Institutions Holding SPEM

# of Institutions

813

Shares Held

195M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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Tobias Financial Advisors, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History