Life Planning Partners, Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History

Life Planning Partners, Inc

  • $129 Million
  • Q3 2025

A detailed history of Life Planning Partners, Inc transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Life Planning Partners, Inc holds 11,466 shares of SPEM stock, worth $544,061. This represents 0.42% of its overall portfolio holdings.

Number of Shares
11,466
Previous 11,373 0.82%
Holding current value
$544,061
Previous $486,000 10.29%
% of portfolio
0.42%
Previous 0.41%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$42.67 - $46.91 $3,968 - $4,362
93 Added 0.82%
11,466 $536,000
Q2 2025

Jul 21, 2025
BUY
$34.72 - $42.74 $4,166 - $5,128
120 Added 1.07%
11,373 $486,000
Q4 2024

Feb 12, 2025
SELL
$38.37 - $42.82 $16.1 Million - $18 Million
-420,525 Reduced 97.39%
11,253 $431,000
Q4 2024

Jan 29, 2025
BUY
$38.37 - $42.82 $16.1 Million - $18 Million
420,525 Added 3737.0%
431,778 $16.6 Million
Q1 2024

May 01, 2024
SELL
$33.69 - $36.47 $33,690 - $36,470
-1,000 Reduced 8.16%
11,253 $407,000
Q4 2023

Jan 19, 2024
SELL
$32.26 - $35.46 $337,439 - $370,911
-10,460 Reduced 46.05%
12,253 $433,000
Q2 2022

Jul 20, 2022
SELL
$33.85 - $40.03 $27,824 - $32,904
-822 Reduced 3.49%
22,713 $789,000
Q1 2022

Apr 25, 2022
BUY
$35.69 - $43.02 $74,949 - $90,342
2,100 Added 9.8%
23,535 $910,000
Q4 2021

Feb 11, 2022
BUY
$40.07 - $44.51 $858,900 - $954,071
21,435 New
21,435 $889,000

Others Institutions Holding SPEM

# of Institutions
988
Shares Held
241M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPEM Quotes by TradingView
  • Ticker SPEM
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