Olio Financial Planning Spdr Ser Tr Fds Spdr Portfolio Transaction History

Olio Financial Planning

  • $340 Million
  • Q3 2025

A detailed history of Olio Financial Planning transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Olio Financial Planning holds 63,592 shares of SPEM stock, worth $3 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
63,592
Previous 66,534 4.42%
Holding current value
$3 Million
Previous $2.84 Million 4.68%
% of portfolio
0.88%
Previous 0.9%

Shares

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

Oct 16, 2025
SELL
$42.67 - $46.91 $125,535 - $138,009
-2,942 Reduced 4.42%
63,592 $2.98 Million
Q2 2025

Jul 09, 2025
BUY
$34.72 - $42.74 $468,997 - $577,331
13,508 Added 25.47%
66,534 $2.84 Million
Q1 2025

Apr 11, 2025
BUY
$37.07 - $40.63 $368,401 - $403,780
9,938 Added 23.06%
53,026 $2.09 Million
Q4 2024

Jan 21, 2025
BUY
$38.37 - $42.82 $1.65 Million - $1.85 Million
43,088 New
43,088 $1.65 Million

Others Institutions Holding SPEM

# of Institutions
962
Shares Held
226M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPEM Quotes by TradingView
  • Ticker SPEM
  • Sector ETFs
  • Industry ETFs
More about SPEM
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