Partners In Financial Planning Spdr Ser Tr Fds Spdr Portfolio Transaction History

Partners In Financial Planning

  • $542 Billion
  • Q2 2025

A detailed history of Partners In Financial Planning transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Partners In Financial Planning holds 69,372 shares of SPEM stock, worth $3.19 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
69,372
Previous 64,126 8.18%
Holding current value
$3.19 Million
Previous $2.52 Billion 17.44%
% of portfolio
0.55%
Previous 0.51%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
BUY
$34.72 - $42.74 $182,141 - $224,214
5,246 Added 8.18%
69,372 $2.96 Billion
Q4 2024

Feb 12, 2025
BUY
$38.37 - $42.82 $2.46 Million - $2.75 Million
64,126 New
64,126 $2.46 Billion
Q3 2024

Feb 26, 2025
SELL
$36.02 - $41.68 $35,011 - $40,512
-972 Reduced 1.52%
62,896 $2.6 Billion
Q2 2024

Feb 26, 2025
BUY
$35.3 - $38.79 $34,135 - $37,509
967 Added 1.54%
63,868 $2.41 Billion
Q1 2024

Feb 26, 2025
BUY
$33.69 - $36.47 $134,456 - $145,551
3,991 Added 6.77%
62,901 $2.28 Billion
Q4 2023

Feb 26, 2025
SELL
$32.26 - $35.46 $66,036 - $72,586
-2,047 Reduced 3.36%
58,910 $2.09 Billion
Q3 2023

Mar 04, 2025
SELL
$33.36 - $36.37 $105,717 - $115,256
-3,169 Reduced 4.94%
60,957 $2.05 Billion
Q2 2023

Feb 26, 2025
BUY
$33.2 - $35.75 $30,876 - $33,247
930 Added 1.55%
60,957 $2.1 Billion
Q1 2023

Feb 26, 2025
SELL
$32.49 - $36.44 $133,176 - $149,367
-4,099 Reduced 6.39%
60,027 $2.05 Billion
Q4 2022

May 05, 2025
BUY
$30.18 - $34.51 $489,821 - $560,097
16,230 Added 35.18%
62,370 $2.08 Billion
Q3 2022

May 05, 2025
BUY
$31.04 - $35.55 $249,623 - $285,893
8,042 Added 21.11%
46,140 $1.53 Billion
Q2 2022

May 05, 2025
BUY
$33.85 - $40.03 $64,687 - $76,497
1,911 Added 5.28%
38,098 $1.31 Billion
Q1 2022

May 05, 2025
SELL
$35.69 - $43.02 $41,221 - $49,688
-1,155 Reduced 3.09%
36,187 $1.32 Billion
Q4 2021

May 05, 2025
SELL
$40.07 - $44.51 $1.07 Million - $1.19 Million
-26,784 Reduced 41.77%
37,342 $1.55 Billion
Q3 2021

May 05, 2025
SELL
$41.44 - $45.27 $22,957 - $25,079
-554 Reduced 1.49%
36,578 $1.56 Billion
Q2 2021

May 05, 2025
SELL
$42.87 - $46.35 $1.16 Million - $1.25 Million
-26,994 Reduced 42.1%
37,132 $1.69 Billion

Others Institutions Holding SPEM

# of Institutions
959
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
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