A detailed history of Investments & Financial Planning, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Investments & Financial Planning, LLC holds 5,174 shares of SPEM stock, worth $203,338. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,174
Holding current value
$203,338
% of portfolio
0.13%

Shares

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

Oct 15, 2024

BUY
$36.02 - $41.68 $186,367 - $215,652
5,174 New
5,174 $213,000
Q4 2023

Jan 18, 2024

BUY
$32.26 - $35.46 $187,430 - $206,022
5,810 New
5,810 $205,000
Q2 2023

Jul 18, 2023

SELL
$33.2 - $35.75 $4,415 - $4,754
-133 Reduced 2.11%
6,182 $212,000
Q1 2023

May 02, 2023

SELL
$32.49 - $36.44 $11,598 - $13,009
-357 Reduced 5.35%
6,315 $215,000
Q4 2022

Feb 28, 2023

SELL
$30.18 - $34.51 $8,027 - $9,179
-266 Reduced 3.83%
6,672 $219,000
Q2 2022

Aug 11, 2022

SELL
$33.85 - $40.03 $19,057 - $22,536
-563 Reduced 7.51%
6,938 $241,000
Q1 2022

May 09, 2022

BUY
$35.69 - $43.02 $3,497 - $4,215
98 Added 1.32%
7,501 $290,000
Q4 2021

Feb 11, 2022

BUY
$40.07 - $44.51 $296,638 - $329,507
7,403 New
7,403 $313,000

Others Institutions Holding SPEM

About SPDR SER TR FDS SPDR PORTFOLIO


  • Ticker SPEM
  • Sector ETFs
  • Industry ETFs
More about SPEM
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