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

Spectrum Planning & Advisory Services Inc.

  • $133 Million
  • Q2 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 13,487 shares of SPEM stock, worth $638,609. This represents 0.43% of its overall portfolio holdings.

Number of Shares
13,487
Previous 16,264 17.07%
Holding current value
$638,609
Previous $640,000 10.0%
% of portfolio
0.43%
Previous 0.61%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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
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