Vested Financial Planning, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Vested Financial Planning, LLC

  • $123 Billion
  • Q3 2025

A detailed history of Vested Financial Planning, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Vested Financial Planning, LLC holds 40,026 shares of SPEM stock, worth $1.9 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares
40,026
Previous 40,005 0.05%
Holding current value
$1.9 Million
Previous $1.71 Billion 9.58%
% of portfolio
1.52%
Previous 1.52%

Shares

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

Oct 28, 2025
BUY
$42.67 - $46.91 $896 - $985
21 Added 0.05%
40,026 $1.87 Billion
Q2 2025

Jul 21, 2025
BUY
$34.72 - $42.74 $43,643 - $53,724
1,257 Added 3.24%
40,005 $1.71 Billion
Q1 2025

Apr 29, 2025
BUY
$37.07 - $40.63 $15,198 - $16,658
410 Added 1.07%
38,748 $1.53 Billion
Q4 2024

Jan 28, 2025
BUY
$38.37 - $42.82 $1.47 Million - $1.64 Million
38,338 New
38,338 $1.47 Billion

Others Institutions Holding SPEM

# of Institutions
988
Shares Held
241M
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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