Compass Planning Associates Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History

Compass Planning Associates Inc

  • $98.9 Billion
  • Q1 2025

A detailed history of Compass Planning Associates Inc transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Compass Planning Associates Inc holds 1,274 shares of SPEM stock, worth $52,081. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,274
Previous 718 77.44%
Holding current value
$52,081
Previous $27.6 Million 82.03%
% of portfolio
0.05%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$37.07 - $40.63 $20,610 - $22,590
556 Added 77.44%
1,274 $50.2 Million
Q4 2024

Feb 03, 2025
BUY
$38.37 - $42.82 $27,549 - $30,744
718 New
718 $27.6 Million

Others Institutions Holding SPEM

# of Institutions
910
Shares Held
207M
Call Options Held
0
Put Options Held
60
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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