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

Life Planning Partners, Inc

$120 Million
Q2 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 11,373 shares of SPEM stock, worth $497,909. This represents 0.41% of its overall portfolio holdings.

Number of Shares

11,373

Previous 11,253 1.07%

Holding current value

$497,909

Previous $443,000 9.71%

% of portfolio

0.41%

Previous 0.41%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

933

Shares Held

213M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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