Spectrum Planning & Advisory Services Inc. Reduced Holdings in Q3 2025

Spectrum Planning & Advisory Services Inc.

  • $148 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EFG
Msci Eafe Growth ETF

ETFs
-21.4K
- 72.87%
$106.99 - $114.46 $2.29M - $2.45M
7.96K $906K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-37.3K
- 65.96%
$62.54 - $68.42 $2.33M - $2.55M
19.3K $1.3M
IYW
Ishares Dj Us Tech ETF

ETFs
-10.9K
- 66.16%
$171.38 - $197.01 $1.86M - $2.14M
5.57K $1.09M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-64K
- 27.73%
$22.9 - $23.58 $1.47M - $1.51M
167K $3.92M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-5.5K
- 34.83%
$82.96 - $95.7 $456K - $526K
10.3K $923K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-1.86K
- 6.94%
$98.52 - $103.93 $184K - $194K
25K $2.57M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-2.67K
- 7.1%
$45.6 - $46.92 $122K - $125K
35K $1.63M
GS
Goldman Sachs Group Inc

Financial Services
-201
- 19.48%
$696.56 - $806.32 $140K - $162K
831 $661K
IVE
Ishares S&P 500 Value ETF

ETFs
-596
- 12.01%
$194.44 - $206.51 $116K - $123K
4.37K $901K
BNDX
Vanguard Total International B

ETFs
-1.17K
- 3.22%
$49.0 - $49.51 $57.3K - $57.9K
35.2K $1.74M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-1.32K
- 7.43%
$22.64 - $23.22 $30K - $30.7K
16.5K $381K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-1.49K
- 10.6%
$25.84 - $27.2 $38.6K - $40.6K
12.6K $338K
AXP
American Express CO

Financial Services
-123
- 10.28%
$294.27 - $342.31 $36.2K - $42.1K
1.07K $356K
CAT
Caterpillar Inc

Industrials
-250
- 22.6%
$390.92 - $477.15 $97.7K - $119K
856 $408K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-121
- 4.4%
$102.4 - $103.88 $12.4K - $12.6K
2.63K $271K
Blackrock ETF Trust Ii
-5.81K
- 5.14%
N/A
107K $0
Blackrock ETF Trust Ii
-1.79K
- 2.65%
N/A
65.7K $0
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-18
- 0.2%
$46.86 - $48.27 $843 - $869
8.94K $429K
SPMD
Spdr Portfolio

ETFs
-47
- 1.02%
$54.43 - $58.29 $2.56K - $2.74K
4.56K $260K
TRV
Travelers Companies, Inc.

Financial Services
-7
- 0.65%
$250.62 - $279.43 $1.75K - $1.96K
1.06K $296K
VOE
Vanguard Mid Cap Value Index F

ETFs
-11
- 0.83%
$164.63 - $174.58 $1.81K - $1.92K
1.31K $228K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-52
- 5.78%
$362.31 - $405.74 $18.8K - $21.1K
847 $340K
USXF
Ishares Esg Advanced Msci Usa

Technology
-38
- 0.52%
$53.69 - $57.31 $2.04K - $2.18K
7.22K $413K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-7
- 0.2%
$115.96 - $125.95 $812 - $882
3.47K $436K
HD
Home Depot, Inc.

Consumer Cyclical
-37
- 2.79%
$357.4 - $423.42 $13.2K - $15.7K
1.29K $521K
IVW
Ishares S&P 500 Growth ETF

ETFs
-5.54K
- 8.13%
$108.97 - $121.65 $604K - $674K
62.6K $7.56M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-117
- 0.73%
$54.9 - $59.81 $6.42K - $7K
15.8K $943K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-4.76K
- 6.07%
$72.65 - $78.68 $346K - $374K
73.6K $5.77M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.29K
- 2.99%
$182.33 - $194.5 $236K - $252K
42K $8.17M
EFV
Msci Eafe Value ETF

ETFs
-2.01K
- 1.66%
$62.79 - $68.42 $126K - $138K
119K $8.1M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-9
- 0.27%
$311.12 - $482.13 $2.8K - $4.34K
3.35K $1.53M
Activity Summary
Buys All Purchases 70 New Holdings 11 Increased Positions 59 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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