Investments & Financial Planning, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Investments & Financial Planning, LLC

  • $185 Million
  • Q3 2025

A detailed history of Investments & Financial Planning, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Investments & Financial Planning, LLC holds 4,555 shares of SPEM stock, worth $216,134. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,555
Previous 4,870 6.47%
Holding current value
$216,134
Previous $208,000 2.4%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Nov 13, 2025
SELL
$42.67 - $46.91 $13,441 - $14,776
-315 Reduced 6.47%
4,555 $213,000
Q2 2025

Aug 12, 2025
BUY
$34.72 - $42.74 $169,086 - $208,143
4,870 New
4,870 $208,000
Q3 2024

Oct 15, 2024
BUY
$36.02 - $41.68 $186,367 - $215,652
5,174 New
5,174 $213,000
Q4 2023

Jan 18, 2024
BUY
$32.26 - $35.46 $187,430 - $206,022
5,810 New
5,810 $205,000
Q2 2023

Jul 18, 2023
SELL
$33.2 - $35.75 $4,415 - $4,754
-133 Reduced 2.11%
6,182 $212,000
Q1 2023

May 02, 2023
SELL
$32.49 - $36.44 $11,598 - $13,009
-357 Reduced 5.35%
6,315 $215,000
Q4 2022

Feb 28, 2023
SELL
$30.18 - $34.51 $8,027 - $9,179
-266 Reduced 3.83%
6,672 $219,000
Q2 2022

Aug 11, 2022
SELL
$33.85 - $40.03 $19,057 - $22,536
-563 Reduced 7.51%
6,938 $241,000
Q1 2022

May 09, 2022
BUY
$35.69 - $43.02 $3,497 - $4,215
98 Added 1.32%
7,501 $290,000
Q4 2021

Feb 11, 2022
BUY
$40.07 - $44.51 $296,638 - $329,507
7,403 New
7,403 $313,000

Others Institutions Holding SPEM

# of Institutions
991
Shares Held
242M
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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