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

Forbes Financial Planning, Inc.

$136 Million
Q4 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 73,812 shares of SPEM stock, worth $2.91 Million. This represents 2.09% of its overall portfolio holdings.

Number of Shares

73,812

Previous 73,136 0.92%

Holding current value

$2.91 Million

Previous $3.02 Million 6.19%

% of portfolio

2.09%

Previous 2.18%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$38.37 - $42.82 $25,938 - $28,946	676 Added 0.92%	73,812 $2.83 Million
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

886

Shares Held

211M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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