Spectrum Planning & Advisory Services Inc. Purchases in Q1 2025

Spectrum Planning & Advisory Services Inc.

  • $104 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
141K
New
$21.23 - $22.14 $2.99M - $3.12M
141K $3.11M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
15.4K
+ 254.72%
$91.45 - $91.75 $1.4M - $1.41M
21.4K $1.96M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
52.5K
+ 19.92%
$22.46 - $23.26 $1.18M - $1.22M
316K $7.32M
EFV
Msci Eafe Value ETF

ETFs
11.6K
+ 11.44%
$51.88 - $60.73 $599K - $702K
113K $6.64M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
13.2K
+ 30.06%
$54.25 - $57.64 $714K - $759K
57K $3.14M
IAU
Ishares Gold Trust

ETFs
10.6K
New
$49.74 - $58.96 $527K - $625K
10.6K $624K
XLG
Invesco Exchange Traded Fd Tr

ETFs
12.9K
New
$45.72 - $51.73 $590K - $668K
12.9K $593K
IEMG
Ishares Inc

ETFs
10.2K
+ 38.66%
N/A
36.4K $1.95M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.9K
+ 11.74%
$168.16 - $186.21 $825K - $913K
46.7K $7.98M
EMB
Ishares Tr

ETFs
5.71K
+ 98.07%
$88.64 - $92.03 $506K - $525K
11.5K $1.04M
ICVT
Ishares Tr Convertible Bond Et

ETFs
4.34K
New
$83.18 - $89.27 $361K - $387K
4.34K $362K
EFG
Msci Eafe Growth ETF

ETFs
1.63K
+ 2.88%
$96.1 - $106.37 $157K - $173K
58.3K $5.83M
HEFA
Ishares Currency Hedged Msci E

ETFs
8.84K
New
$34.83 - $37.52 $308K - $332K
8.84K $320K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.76K
+ 40.08%
$33.84 - $37.77 $229K - $255K
23.6K $860K
AMD
Advanced Micro Devices Inc

Technology
2.5K
New
$96.63 - $129.55 $241K - $324K
2.5K $256K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
2.44K
+ 44.37%
$45.92 - $47.58 $112K - $116K
7.94K $377K
IYW
Ishares Dj Us Tech ETF

ETFs
2.92K
+ 16.38%
$140.44 - $166.79 $410K - $487K
20.7K $2.91M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
2.38K
+ 14.03%
$22.42 - $23.22 $53.4K - $55.3K
19.4K $446K
USXF
Ishares Esg Advanced Msci Usa

Technology
1.66K
+ 18.22%
$46.38 - $52.65 $76.9K - $87.3K
10.8K $502K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
1.27K
+ 15.43%
$59.79 - $67.15 $75.7K - $85K
9.47K $574K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
8.21K
+ 5.63%
$48.06 - $53.73 $394K - $441K
154K $7.51M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
465
+ 2.94%
$37.07 - $40.63 $17.2K - $18.9K
16.3K $640K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
345
+ 9.25%
$63.91 - $70.19 $22K - $24.2K
4.08K $274K
DSI
Ishares Msci Kld 400 Social Et

ETFs
423
+ 12.97%
$101.98 - $115.66 $43.1K - $48.9K
3.68K $377K
EUSB
Ishares Tr Esg Advanced Total

Technology
317
+ 6.7%
$42.05 - $43.43 $13.3K - $13.8K
5.05K $218K
XTEN
Bondbloxx ETF Tr Bloomberg 10
17.7K
New
N/A
17.7K $0
Blackrock ETF Trust Ii
24.8K
+ 57.73%
N/A
67.8K $0
Blackrock ETF Trust
76.4K
New
N/A
76.4K $0
Blackrock ETF Trust Ii
110K
New
N/A
110K $0
Blackrock ETF Trust
138K
New
N/A
138K $0
META
Meta Platforms, Inc.

Communication Services
1
+ 0.14%
$576.36 - $736.67 $576 - $737
707 $407K
SPMD
Spdr Portfolio

ETFs
3
+ 0.07%
$50.21 - $57.73 $151 - $173
4.42K $226K
MGK
Vanguard Mega Cap Growth ETF

ETFs
25
+ 2.78%
$307.43 - $357.48 $7.69K - $8.94K
923 $285K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
12
+ 0.08%
$49.85 - $56.22 $598 - $675
15.6K $791K
MSFT
Microsoft Corp

Technology
3
+ 0.06%
$375.39 - $447.2 $1.13K - $1.34K
4.74K $1.78M
IVW
Ishares S&P 500 Growth ETF

ETFs
5.07K
+ 6.0%
$92.45 - $106.69 $468K - $540K
89.5K $8.31M
Activity Summary
Buys All Purchases 37 New Holdings 10 Increased Positions 27 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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