Olio Financial Planning Spdr Ser Tr Fds Spdr Portfolio Transaction History

Olio Financial Planning

  • $288 Million
  • Q1 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 53,026 shares of SPEM stock, worth $2.09 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
53,026
Previous 43,088 23.06%
Holding current value
$2.09 Million
Previous $1.65 Million 26.5%
% of portfolio
0.73%
Previous 0.58%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
904
Shares Held
208M
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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