Partners In Financial Planning Spdr Ser Tr Fds Spdr Portfolio Transaction History

Partners In Financial Planning

$498 Billion
Q1 2025

A detailed history of Partners In Financial Planning transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Partners In Financial Planning holds 64,126 shares of SPEM stock, worth $2.74 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

64,126

Previous 64,126 -0.0%

Holding current value

$2.74 Million

Previous $2.46 Billion 2.61%

% of portfolio

0.51%

Previous 0.5%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$38.37 - $42.82 $2.46 Million - $2.75 Million	64,126 New	64,126 $2.46 Billion
Q3 2024 Feb 26, 2025	SELL	$36.02 - $41.68 $35,011 - $40,512	-972 Reduced 1.52%	62,896 $2.6 Billion
Q2 2024 Feb 26, 2025	BUY	$35.3 - $38.79 $34,135 - $37,509	967 Added 1.54%	63,868 $2.41 Billion
Q1 2024 Feb 26, 2025	BUY	$33.69 - $36.47 $134,456 - $145,551	3,991 Added 6.77%	62,901 $2.28 Billion
Q4 2023 Feb 26, 2025	SELL	$32.26 - $35.46 $66,036 - $72,586	-2,047 Reduced 3.36%	58,910 $2.09 Billion
Q3 2023 Mar 04, 2025	SELL	$33.36 - $36.37 $105,717 - $115,256	-3,169 Reduced 4.94%	60,957 $2.05 Billion
Q2 2023 Feb 26, 2025	BUY	$33.2 - $35.75 $30,876 - $33,247	930 Added 1.55%	60,957 $2.1 Billion
Q1 2023 Feb 26, 2025	SELL	$32.49 - $36.44 $133,176 - $149,367	-4,099 Reduced 6.39%	60,027 $2.05 Billion
Q4 2022 May 05, 2025	BUY	$30.18 - $34.51 $489,821 - $560,097	16,230 Added 35.18%	62,370 $2.08 Billion
Q3 2022 May 05, 2025	BUY	$31.04 - $35.55 $249,623 - $285,893	8,042 Added 21.11%	46,140 $1.53 Billion
Q2 2022 May 05, 2025	BUY	$33.85 - $40.03 $64,687 - $76,497	1,911 Added 5.28%	38,098 $1.31 Billion
Q1 2022 May 05, 2025	SELL	$35.69 - $43.02 $41,221 - $49,688	-1,155 Reduced 3.09%	36,187 $1.32 Billion
Q4 2021 May 05, 2025	SELL	$40.07 - $44.51 $1.07 Million - $1.19 Million	-26,784 Reduced 41.77%	37,342 $1.55 Billion
Q3 2021 May 05, 2025	SELL	$41.44 - $45.27 $22,957 - $25,079	-554 Reduced 1.49%	36,578 $1.56 Billion
Q2 2021 May 05, 2025	SELL	$42.87 - $46.35 $1.16 Million - $1.25 Million	-26,994 Reduced 42.1%	37,132 $1.69 Billion

Others Institutions Holding SPEM

# of Institutions

910

Shares Held

208M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
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Partners In Financial Planning Spdr Ser Tr Fds Spdr Portfolio Transaction History