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

Forbes Financial Planning, Inc.

$140 Million
Q2 2025

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 45,809 shares of SPEM stock, worth $2.01 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares

45,809

Previous 72,718 37.0%

Holding current value

$2.01 Million

Previous $2.86 Million 31.62%

% of portfolio

1.4%

Previous 2.16%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	SELL	$34.72 - $42.74 $934,280 - $1.15 Million	-26,909 Reduced 37.0%	45,809 $1.96 Million
Q1 2025 May 08, 2025	SELL	$37.07 - $40.63 $40,554 - $44,449	-1,094 Reduced 1.48%	72,718 $2.86 Million
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

933

Shares Held

213M

Call Options Held

Put Options Held

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
Sector ETFs
Industry ETFs

More about SPEM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Forbes Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Forbes Financial Planning, Inc. with notifications on news.

Account

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