Financial Plan, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Financial Plan, Inc.

$871 Billion
Q4 2025

A detailed history of Financial Plan, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Financial Plan, Inc. holds 7,399 shares of SPEM stock, worth $351,082. This represents 0.04% of its overall portfolio holdings.

Number of Shares

7,399

Holding current value

$351,082

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 27, 2026	BUY	$45.45 - $48.31 $336,284 - $357,445	7,399 New	7,399 $346 Million

Others Institutions Holding SPEM

# of Institutions

998

Shares Held

243M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

22.4M
Shares

$1.06 Billion
0.81% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

17.4M
Shares

$824 Million
1.56% of portfolio
Lpl Financial LLC Fort Mill, SC

13.8M
Shares

$656 Million
0.2% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

13.2M
Shares

$627 Million
0.1% of portfolio
Allworth Financial LP

9.26M
Shares

$439 Million
1.97% of portfolio

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
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Financial Plan, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History