Retirement Income Solutions, Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History

Retirement Income Solutions, Inc

$437 Million
Q1 2024

A detailed history of Retirement Income Solutions, Inc transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Retirement Income Solutions, Inc holds 25,926 shares of SPEM stock, worth $1 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

25,926

Previous 27,890 7.04%

Holding current value

$1 Million

Previous $987,000 4.96%

% of portfolio

0.21%

Previous 0.25%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	SELL	$33.69 - $36.47 $66,167 - $71,627	-1,964 Reduced 7.04%	25,926 $938,000
Q4 2023 Feb 08, 2024	BUY	$32.26 - $35.46 $20,807 - $22,871	645 Added 2.37%	27,890 $987,000
Q3 2023 Nov 01, 2023	SELL	$33.36 - $36.37 $82,899 - $90,379	-2,485 Reduced 8.36%	27,245 $914,000
Q2 2023 Jul 28, 2023	SELL	$33.2 - $35.75 $373,002 - $401,651	-11,235 Reduced 27.43%	29,730 $1.02 Million
Q1 2023 May 05, 2023	BUY	$32.49 - $36.44 $568,185 - $637,262	17,488 Added 74.49%	40,965 $1.4 Million

Q4 2022 Feb 08, 2023	BUY	$30.26 - $34.51 $143,977 - $164,198	4,758 Added 25.42%	23,477 $773,000
Q3 2022 Nov 02, 2022	BUY	N/A	2,975 Added 18.9%	18,719 $581,000
Q2 2022 Aug 16, 2022	BUY	N/A	5,082 Added 47.66%	15,744 $547,000
Q1 2022 May 06, 2022	SELL	N/A	-4,928 Reduced 31.61%	10,662 $412 Million
Q4 2021 Feb 04, 2022	BUY	N/A	15,590 New	15,590 $647 Million

Others Institutions Holding SPEM

# of Institutions

742

Shares Held

185M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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Retirement Income Solutions, Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History