Spartan Planning & Wealth Management Spdr Ser Tr Fds Spdr Portfolio Transaction History

Spartan Planning & Wealth Management

$106 Million
Q4 2024

A detailed history of Spartan Planning & Wealth Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 88,149 shares of SPEM stock, worth $3.57 Million. This represents 3.2% of its overall portfolio holdings.

Number of Shares

88,149

Previous 108,336 18.63%

Holding current value

$3.57 Million

Previous $3.84 Million 11.84%

% of portfolio

3.2%

Previous 4.28%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 07, 2025	SELL	$38.37 - $42.82 $774,575 - $864,407	-20,187 Reduced 18.63%	88,149 $3.38 Million
Q4 2023 Mar 12, 2024	BUY	$32.26 - $35.46 $2.24 Million - $2.46 Million	69,435 Added 178.49%	108,336 $3.84 Million
Q3 2023 Nov 17, 2023	BUY	$33.36 - $36.37 $70,756 - $77,140	2,121 Added 5.77%	38,901 $1.31 Million
Q4 2022 Feb 01, 2023	BUY	$30.18 - $34.51 $47,292 - $54,077	1,567 Added 4.45%	36,780 $1.21 Million
Q3 2022 Nov 01, 2022	BUY	$31.04 - $35.55 $121,366 - $139,000	3,910 Added 12.49%	35,213 $1.09 Million
Q2 2022 Aug 10, 2022	BUY	$33.85 - $40.03 $57,138 - $67,570	1,688 Added 5.7%	31,303 $1.09 Million
Q1 2022 May 16, 2022	BUY	$35.69 - $43.02 $1.06 Million - $1.27 Million	29,615 New	29,615 $0

Others Institutions Holding SPEM

# of Institutions

877

Shares Held

206M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
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Industry ETFs

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Spartan Planning & Wealth Management Spdr Ser Tr Fds Spdr Portfolio Transaction History