Spartan Planning & Wealth Management Spdr Ser Tr Fds Spdr Portfolio Transaction History

Spartan Planning & Wealth Management

  • $112 Million
  • Q2 2025

A detailed history of Spartan Planning & Wealth Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 17,859 shares of SPEM stock, worth $845,623. This represents 0.68% of its overall portfolio holdings.

Number of Shares
17,859
Previous 77,389 76.92%
Holding current value
$845,623
Previous $3.05 Million 75.0%
% of portfolio
0.68%
Previous 3.08%

Shares

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

Jul 17, 2025
SELL
$34.72 - $42.74 $2.07 Million - $2.54 Million
-59,530 Reduced 76.92%
17,859 $763,000
Q1 2025

Apr 08, 2025
SELL
$37.07 - $40.63 $398,873 - $437,178
-10,760 Reduced 12.21%
77,389 $3.05 Million
Q4 2024

Jan 07, 2025
SELL
$38.37 - $42.82 $774,575 - $864,407
-20,187 Reduced 18.63%
88,149 $3.38 Million
Q4 2023

Mar 12, 2024
BUY
$32.26 - $35.46 $2.24 Million - $2.46 Million
69,435 Added 178.49%
108,336 $3.84 Million
Q3 2023

Nov 17, 2023
BUY
$33.36 - $36.37 $70,756 - $77,140
2,121 Added 5.77%
38,901 $1.31 Million
Q4 2022

Feb 01, 2023
BUY
$30.18 - $34.51 $47,292 - $54,077
1,567 Added 4.45%
36,780 $1.21 Million
Q3 2022

Nov 01, 2022
BUY
$31.04 - $35.55 $121,366 - $139,000
3,910 Added 12.49%
35,213 $1.09 Million
Q2 2022

Aug 10, 2022
BUY
$33.85 - $40.03 $57,138 - $67,570
1,688 Added 5.7%
31,303 $1.09 Million
Q1 2022

May 16, 2022
BUY
$35.69 - $43.02 $1.06 Million - $1.27 Million
29,615 New
29,615 $0

Others Institutions Holding SPEM

# of Institutions
957
Shares Held
225M
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
Track This Portfolio

Track Spartan Planning & Wealth Management Portfolio

Follow Spartan Planning & Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spartan Planning & Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spartan Planning & Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email