Financial Planning & Information Services, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Financial Planning & Information Services, Inc.

  • $725 Million
  • Q3 2024

A detailed history of Financial Planning & Information Services, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Financial Planning & Information Services, Inc. holds 13,463 shares of SPEM stock, worth $514,690. This represents 0.08% of its overall portfolio holdings.

Number of Shares
13,463
Previous 13,581 0.87%
Holding current value
$514,690
Previous $511,000 8.61%
% of portfolio
0.08%
Previous 0.08%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$36.02 - $41.68 $4,250 - $4,918
-118 Reduced 0.87%
13,463 $555,000
Q2 2024

Aug 13, 2024
SELL
$35.3 - $38.79 $37,735 - $41,466
-1,069 Reduced 7.3%
13,581 $511,000
Q1 2024

May 14, 2024
SELL
$33.69 - $36.47 $105,449 - $114,151
-3,130 Reduced 17.6%
14,650 $530,000
Q3 2023

Nov 14, 2023
SELL
$33.36 - $36.37 $27,188 - $29,641
-815 Reduced 4.38%
17,780 $596,000
Q2 2023

Aug 11, 2023
SELL
$33.2 - $35.75 $32,868 - $35,392
-990 Reduced 5.05%
18,595 $639,000
Q1 2023

May 02, 2023
SELL
$32.49 - $36.44 $196,109 - $219,951
-6,036 Reduced 23.56%
19,585 $668,000
Q4 2022

Feb 13, 2023
SELL
$30.18 - $34.51 $27,644 - $31,611
-916 Reduced 3.45%
25,621 $844,000
Q3 2022

Oct 25, 2022
SELL
$31.04 - $35.55 $96,317 - $110,311
-3,103 Reduced 10.47%
26,537 $824,000
Q2 2022

Jul 19, 2022
SELL
$33.85 - $40.03 $217,960 - $257,753
-6,439 Reduced 17.85%
29,640 $1.03 Million
Q1 2022

Apr 19, 2022
SELL
$35.69 - $43.02 $104,428 - $125,876
-2,926 Reduced 7.5%
36,079 $1.39 Million
Q4 2021

Feb 02, 2022
SELL
$40.07 - $44.51 $34,139 - $37,922
-852 Reduced 2.14%
39,005 $1.62 Million
Q3 2021

Oct 13, 2021
BUY
$41.44 - $45.27 $110,976 - $121,233
2,678 Added 7.2%
39,857 $1.7 Million
Q2 2021

Jul 29, 2021
BUY
$42.87 - $46.35 $97,486 - $105,399
2,274 Added 6.51%
37,179 $1.69 Million
Q1 2021

Apr 20, 2021
BUY
$42.41 - $47.37 $241,524 - $269,772
5,695 Added 19.5%
34,905 $1.53 Million
Q4 2020

Feb 08, 2021
BUY
$36.44 - $42.49 $734,521 - $856,470
20,157 Added 222.66%
29,210 $1.23 Million
Q3 2020

May 24, 2021
SELL
$33.84 - $37.9 $19,288 - $21,603
-570 Reduced 5.92%
9,053 $331,000
Q2 2020

May 24, 2021
BUY
$27.38 - $34.3 $7,721 - $9,672
282 Added 3.02%
9,623 $322,000
Q1 2020

May 24, 2021
BUY
$25.76 - $38.65 $59,170 - $88,779
2,297 Added 32.61%
9,341 $266,000
Q4 2019

May 24, 2021
BUY
$33.84 - $38.03 $9,847 - $11,066
291 Added 4.31%
7,044 $265,000
Q3 2019

May 24, 2021
BUY
$34.28 - $35.36 $231,492 - $238,786
6,753 New
6,753 $231,000

Others Institutions Holding SPEM

# of Institutions
813
Shares Held
195M
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
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