Investments & Financial Planning, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Investments & Financial Planning, LLC

$158 Million
Q3 2024

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 $204,166. This represents 0.13% of its overall portfolio holdings.

Number of Shares

5,174

Holding current value

$204,166

% of portfolio

0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

810

Shares Held

195M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
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Investments & Financial Planning, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History