Spectrum Planning & Advisory Services Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Spectrum Planning & Advisory Services Inc.

$148 Million
Q3 2025

A detailed history of Spectrum Planning & Advisory Services Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Spectrum Planning & Advisory Services Inc. holds 13,733 shares of SPEM stock, worth $651,630. This represents 0.43% of its overall portfolio holdings.

Number of Shares

13,733

Previous 13,487 1.82%

Holding current value

$651,630

Previous $576,000 11.46%

% of portfolio

0.43%

Previous 0.43%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$42.67 - $46.91 $10,496 - $11,539	246 Added 1.82%	13,733 $642,000
Q2 2025 Jul 15, 2025	SELL	$34.72 - $42.74 $96,417 - $118,688	-2,777 Reduced 17.07%	13,487 $576,000
Q1 2025 Apr 22, 2025	BUY	$37.07 - $40.63 $17,237 - $18,892	465 Added 2.94%	16,264 $640,000
Q4 2024 Jan 22, 2025	SELL	$38.37 - $42.82 $19,415 - $21,666	-506 Reduced 3.1%	15,799 $606,000
Q3 2024 Nov 08, 2024	BUY	$36.02 - $41.68 $92,679 - $107,242	2,573 Added 18.74%	16,305 $673,000

Q2 2024 Jul 18, 2024	BUY	$35.3 - $38.79 $484,739 - $532,664	13,732 New	13,732 $517,000

Others Institutions Holding SPEM

# of Institutions

988

Shares Held

241M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
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Spectrum Planning & Advisory Services Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History