Forbes Financial Planning, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Forbes Financial Planning, Inc.

$142 Million
Q3 2025

A detailed history of Forbes Financial Planning, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Forbes Financial Planning, Inc. holds 45,622 shares of SPEM stock, worth $2.16 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares

45,622

Previous 45,809 0.41%

Holding current value

$2.16 Million

Previous $1.96 Million 9.1%

% of portfolio

1.51%

Previous 1.4%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$42.67 - $46.91 $7,979 - $8,772	-187 Reduced 0.41%	45,622 $2.14 Million
Q2 2025 Aug 06, 2025	SELL	$34.72 - $42.74 $934,280 - $1.15 Million	-26,909 Reduced 37.0%	45,809 $1.96 Million
Q1 2025 May 08, 2025	SELL	$37.07 - $40.63 $40,554 - $44,449	-1,094 Reduced 1.48%	72,718 $2.86 Million
Q4 2024 Feb 10, 2025	BUY	$38.37 - $42.82 $25,938 - $28,946	676 Added 0.92%	73,812 $2.83 Million
Q3 2024 Oct 29, 2024	BUY	$36.02 - $41.68 $213,850 - $247,454	5,937 Added 8.83%	73,136 $3.02 Million

Q2 2024 Jul 25, 2024	BUY	$35.3 - $38.79 $1.21 Million - $1.33 Million	34,371 Added 104.7%	67,199 $2.53 Million
Q1 2024 Apr 29, 2024	BUY	$33.69 - $36.47 $1.11 Million - $1.2 Million	32,828 New	32,828 $1.19 Million

Others Institutions Holding SPEM

# of Institutions

984

Shares Held

242M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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Forbes Financial Planning, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History