Financial Strategies Group, Inc. SPEM Holdings History
Financial Strategies Group, Inc.'s SPDR Portfolio Emerging Markets ETF Holding Summary
As of 2025-03-31, Financial Strategies Group, Inc. held 566,590.00 shares of SPDR Portfolio Emerging Markets ETF(SPEM), totaling $21.41 Mil. This investment constitutes 5.06% of their stock portfolio, and Financial Strategies Group, Inc. now holds 0.21% of the outstanding SPDR Portfolio Emerging Markets ETF(SPEM) stock.
The initial trade took place in 2019Q4. And since then Financial Strategies Group, Inc. has made 16 purchases of SPEM, at an average price of $36.81, for a total of 586,553.00 shares. In addition, there have been 5 sales at an average price of $36.47 for 19,963.00 shares. Based on historical transaction data and SPEM's current price of $42.67, Financial Strategies Group, Inc.'s estimated gain on his SPEM holdings is $3.32 Mil, reflecting a 15.36% gain to date.
Financial Strategies Group, Inc. SPEM ($42.67) Holding Chart
Financial Strategies Group, Inc. SPEM ($42.67) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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