Retirement Income Solutions, Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History

Retirement Income Solutions, Inc

$573 Million
Q3 2025

A detailed history of Retirement Income Solutions, Inc transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Retirement Income Solutions, Inc holds 13,759 shares of SPEM stock, worth $652,864. This represents 0.11% of its overall portfolio holdings.

Number of Shares

13,759

Previous 13,759 -0.0%

Holding current value

$652,864

Previous $588,000 9.52%

% of portfolio

0.11%

Previous 0.11%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$34.72 - $42.74 $95,410 - $117,449	-2,748 Reduced 16.65%	13,759 $588,000
Q1 2025 May 06, 2025	BUY	$37.07 - $40.63 $23,873 - $26,165	644 Added 4.06%	16,507 $649,000
Q4 2024 Jan 31, 2025	SELL	$38.37 - $42.82 $61,852 - $69,025	-1,612 Reduced 9.22%	15,863 $608,000
Q2 2024 Aug 01, 2024	SELL	$35.3 - $38.79 $298,320 - $327,814	-8,451 Reduced 32.6%	17,475 $658,000
Q1 2024 May 03, 2024	SELL	$33.69 - $36.47 $66,167 - $71,627	-1,964 Reduced 7.04%	25,926 $938,000

Q4 2023 Feb 08, 2024	BUY	$32.26 - $35.46 $20,807 - $22,871	645 Added 2.37%	27,890 $987,000
Q3 2023 Nov 01, 2023	SELL	$33.36 - $36.37 $82,899 - $90,379	-2,485 Reduced 8.36%	27,245 $914,000
Q2 2023 Jul 28, 2023	SELL	$33.2 - $35.75 $373,002 - $401,651	-11,235 Reduced 27.43%	29,730 $1.02 Million
Q1 2023 May 05, 2023	BUY	$32.49 - $36.44 $568,185 - $637,262	17,488 Added 74.49%	40,965 $1.4 Million
Q4 2022 Feb 08, 2023	BUY	$30.18 - $34.51 $143,596 - $164,198	4,758 Added 25.42%	23,477 $773,000
Q3 2022 Nov 02, 2022	BUY	$31.04 - $35.55 $92,344 - $105,761	2,975 Added 18.9%	18,719 $581,000
Q2 2022 Aug 16, 2022	BUY	$33.85 - $40.03 $172,025 - $203,432	5,082 Added 47.66%	15,744 $547,000
Q1 2022 May 06, 2022	SELL	$35.69 - $43.02 $175,880 - $212,002	-4,928 Reduced 31.61%	10,662 $412 Million
Q4 2021 Feb 04, 2022	BUY	$40.07 - $44.51 $624,691 - $693,910	15,590 New	15,590 $647 Million

Others Institutions Holding SPEM

# of Institutions

991

Shares Held

242M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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Retirement Income Solutions, Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History