Vertex Planning Partners, LLC Spdr Portfolio Transaction History

Vertex Planning Partners, LLC

$521 Billion
Q3 2025

A detailed history of Vertex Planning Partners, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 5,926 shares of SPMD stock, worth $333,456. This represents 0.06% of its overall portfolio holdings.

Number of Shares

5,926

Previous 5,926 -0.0%

Holding current value

$333,456

Previous $322 Million 5.17%

% of portfolio

0.06%

Previous 0.07%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$44.89 - $54.38 $11,357 - $13,758	253 Added 4.46%	5,926 $322 Million
Q1 2025 May 14, 2025	SELL	$50.21 - $57.73 $652 - $750	-13 Reduced 0.23%	5,673 $290 Million
Q4 2024 Feb 12, 2025	SELL	$54.13 - $59.56 $18,945 - $20,846	-350 Reduced 5.8%	5,686 $311 Million
Q3 2024 Nov 07, 2024	SELL	$50.29 - $54.92 $50,088 - $54,700	-996 Reduced 14.16%	6,036 $330 Million
Q2 2024 Aug 13, 2024	SELL	$49.54 - $53.39 $2.52 Million - $2.72 Million	-50,955 Reduced 87.87%	7,032 $361 Million

Q1 2024 May 13, 2024	SELL	$47.16 - $53.34 $45,037 - $50,939	-955 Reduced 1.62%	57,987 $3.09 Billion
Q4 2023 Feb 14, 2024	BUY	$40.76 - $49.2 $543,086 - $655,540	13,324 Added 29.21%	58,942 $2.87 Billion
Q3 2023 Nov 14, 2023	BUY	$43.23 - $47.8 $420,714 - $465,189	9,732 Added 27.12%	45,618 $2 Billion
Q2 2023 Aug 14, 2023	SELL	$42.21 - $45.89 $14,604 - $15,877	-346 Reduced 0.95%	35,886 $1.65 Billion
Q1 2023 May 16, 2023	SELL	$41.67 - $47.74 $255,228 - $292,407	-6,125 Reduced 14.46%	36,232 $1.59 Billion
Q4 2022 Feb 06, 2023	BUY	$39.32 - $45.21 $1.67 Million - $1.91 Million	42,357 New	42,357 $1.8 Billion

Others Institutions Holding SPMD

# of Institutions

805

Shares Held

232M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO

Ticker SPMD
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Vertex Planning Partners, LLC Spdr Portfolio Transaction History