Fiduciary Planning LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Fiduciary Planning LLC

$220 Million
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	BUY	$31.04 - $35.55 $78,034 - $89,372	2,514 Added 1.3%	196,375 $6.1 Million
Q2 2022 Sep 30, 2022	BUY	$33.85 - $40.03 $2.31 Million - $2.73 Million	68,194 Added 54.27%	193,861 $6.74 Million
Q1 2022 May 11, 2022	BUY	$35.69 - $43.02 $1.16 Million - $1.39 Million	32,364 Added 34.69%	125,667 $4.86 Million
Q4 2021 Feb 08, 2022	BUY	$40.07 - $44.51 $348,408 - $387,014	8,695 Added 10.28%	93,303 $3.87 Million
Q3 2021 Nov 09, 2021	SELL	$41.44 - $45.27 $687,613 - $751,165	-16,593 Reduced 16.4%	84,608 $3.6 Million
Q2 2021 Aug 06, 2021	BUY	$42.87 - $46.35 $4.34 Million - $4.69 Million	101,201 New	101,201 $4.61 Million

Others Institutions Holding SPEM

# of Institutions

772

Shares Held

193M

Call Options Held

0

Put Options Held

0

About SPDR SER TR FDS SPDR PORTFOLIO

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