Planwiser Financial, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Planwiser Financial, LLC

  • $126 Billion
  • Q3 2025

A detailed history of Planwiser Financial, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Planwiser Financial, LLC holds 73,849 shares of SPEM stock, worth $3.5 Million. This represents 2.8% of its overall portfolio holdings.

Number of Shares
73,849
Previous 54,968 34.35%
Holding current value
$3.5 Million
Previous $2.39 Billion 47.06%
% of portfolio
2.8%
Previous 2.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$42.67 - $46.91 $805,652 - $885,707
18,881 Added 34.35%
73,849 $3.52 Billion
Q2 2025

Aug 13, 2025
SELL
$34.72 - $42.74 $677,387 - $833,857
-19,510 Reduced 26.2%
54,968 $2.39 Billion
Q1 2025

May 08, 2025
BUY
$37.07 - $40.63 $2.76 Million - $3.03 Million
74,478 New
74,478 $2.99 Billion

Others Institutions Holding SPEM

# of Institutions
988
Shares Held
241M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPEM Quotes by TradingView
  • Ticker SPEM
  • Sector ETFs
  • Industry ETFs
More about SPEM
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