Forbes Financial Planning, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Forbes Financial Planning, Inc.

  • $139 Million
  • Q3 2024

A detailed history of Forbes Financial Planning, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Forbes Financial Planning, Inc. holds 73,136 shares of SPEM stock, worth $2.87 Million. This represents 2.18% of its overall portfolio holdings.

Number of Shares
73,136
Previous 67,199 8.83%
Holding current value
$2.87 Million
Previous $2.53 Million 19.28%
% of portfolio
2.18%
Previous 1.99%

Shares

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

Oct 29, 2024
BUY
$36.02 - $41.68 $213,850 - $247,454
5,937 Added 8.83%
73,136 $3.02 Million
Q2 2024

Jul 25, 2024
BUY
$35.3 - $38.79 $1.21 Million - $1.33 Million
34,371 Added 104.7%
67,199 $2.53 Million
Q1 2024

Apr 29, 2024
BUY
$33.69 - $36.47 $1.11 Million - $1.2 Million
32,828 New
32,828 $1.19 Million

Others Institutions Holding SPEM

# of Institutions
810
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
  • Industry ETFs
More about SPEM
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