Global Retirement Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Global Retirement Partners, LLC

$3.4 Billion
Q4 2024

A detailed history of Global Retirement Partners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Global Retirement Partners, LLC holds 227,827 shares of SPEM stock, worth $8.93 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

227,827

Previous 212,118 7.41%

Holding current value

$8.93 Million

Previous $8.76 Million 0.17%

% of portfolio

0.26%

Previous 0.27%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$38.37 - $42.82 $602,754 - $672,659	15,709 Added 7.41%	227,827 $8.74 Million
Q3 2024 Oct 16, 2024	BUY	$36.02 - $41.68 $36,272 - $41,971	1,007 Added 0.48%	212,118 $8.76 Million
Q2 2024 Jul 23, 2024	BUY	$35.3 - $38.79 $1.21 Million - $1.33 Million	34,188 Added 19.32%	211,111 $7.95 Million
Q1 2024 Apr 23, 2024	BUY	$33.69 - $36.47 $358,259 - $387,821	10,634 Added 6.39%	176,923 $6.4 Million
Q4 2023 Jan 18, 2024	SELL	$32.26 - $35.46 $673,846 - $740,688	-20,888 Reduced 11.16%	166,289 $5.89 Million
Q3 2023 Oct 13, 2023	BUY	$33.36 - $36.37 $697,224 - $760,133	20,900 Added 12.57%	187,177 $6.28 Million
Q2 2023 Jul 20, 2023	BUY	$33.2 - $35.75 $437,376 - $470,970	13,174 Added 8.6%	166,277 $5.72 Million
Q1 2023 May 05, 2023	BUY	$32.49 - $36.44 $2.56 Million - $2.87 Million	78,781 Added 106.0%	153,103 $5.23 Million
Q4 2022 Feb 13, 2023	BUY	$30.18 - $34.51 $255,111 - $291,713	8,453 Added 12.83%	74,322 $2.45 Million
Q3 2022 Nov 03, 2022	BUY	$31.04 - $35.55 $193,968 - $222,151	6,249 Added 10.48%	65,869 $1.99 Million
Q2 2022 Jul 15, 2022	BUY	$33.85 - $40.03 $193,994 - $229,411	5,731 Added 10.63%	59,620 $2.07 Million
Q1 2022 Jul 14, 2022	BUY	$35.69 - $43.02 $1.92 Million - $2.32 Million	53,889 New	53,889 $1.88 Million
Q4 2021 Jan 21, 2022	SELL	$40.07 - $44.51 $1.05 Million - $1.16 Million	-26,131 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$41.44 - $45.27 $222,988 - $243,597	5,381 Added 25.93%	26,131 $1.11 Million
Q2 2021 Jul 15, 2021	BUY	$42.87 - $46.35 $688,149 - $744,010	16,052 Added 341.68%	20,750 $944,000
Q1 2021 Apr 14, 2021	SELL	$42.41 - $47.37 $46,142 - $51,538	-1,088 Reduced 18.8%	4,698 $206,000
Q4 2020 Jan 13, 2021	SELL	$36.44 - $42.49 $21,608 - $25,196	-593 Reduced 9.3%	5,786 $244,000
Q3 2020 Oct 09, 2020	SELL	$33.84 - $37.9 $5,143 - $5,760	-152 Reduced 2.33%	6,379 $233,000
Q2 2020 Jul 13, 2020	BUY	$27.38 - $34.3 $11,554 - $14,474	422 Added 6.91%	6,531 $219,000
Q1 2020 Apr 28, 2020	SELL	$25.76 - $38.65 $13,987 - $20,986	-543 Reduced 8.16%	6,109 $174,000
Q2 2019 Nov 19, 2019	BUY	N/A	347 Added 5.5%	6,652 $238,000
Q1 2019 May 07, 2019	BUY	N/A	971 Added 18.2%	6,305 $225,000
Q4 2018 Feb 22, 2019	SELL	N/A	-2,471 Reduced 31.66%	5,334 $173,000
Q3 2018 Oct 17, 2018	BUY	N/A	226 Added 2.98%	7,805 $272,000
Q2 2018 Aug 13, 2018	BUY	N/A	418 Added 5.84%	7,579 $268,000
Q1 2018 Aug 10, 2018	SELL	N/A	-75 Reduced 1.04%	7,161 $281,000
Q4 2017 Aug 13, 2018	BUY	N/A	3,838 Added 112.95%	7,236 $276,000
Q3 2017 Aug 10, 2018	BUY	N/A	127 Added 3.88%	3,398 $246,000
Q2 2017 Aug 10, 2018	BUY	N/A	165 Added 5.31%	3,271 $218,000
Q1 2017 Aug 10, 2018	BUY	N/A	759 Added 32.34%	3,106 $199,000
Q4 2016 Aug 10, 2018	BUY	N/A	2,347	2,347 $134,000

Others Institutions Holding SPEM

# of Institutions

845

Shares Held

202M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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Global Retirement Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History