Spectrum Planning & Advisory Services Inc. Sells in Q2 2025

Spectrum Planning & Advisory Services Inc.

  • $133 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-142K
- 64.46%
$58.41 - $72.69 $8.3M - $10.3M
78.4K $5.7M
EFG
Msci Eafe Growth ETF

ETFs
-28.9K
- 49.66%
$89.8 - $112.0 $2.6M - $3.24M
29.3K $3.29M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-84.9K
- 26.88%
$22.68 - $23.28 $1.93M - $1.98M
231K $5.35M
IVE
Ishares S&P 500 Value ETF

ETFs
-6.83K
- 57.92%
$168.34 - $195.42 $1.15M - $1.33M
4.96K $969K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-21.6K
- 36.44%
$45.12 - $46.23 $973K - $997K
37.6K $1.74M
IVW
Ishares S&P 500 Growth ETF

ETFs
-21.3K
- 23.84%
$82.96 - $110.1 $1.77M - $2.35M
68.2K $7.51M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-8.01K
- 61.27%
$83.97 - $92.85 $672K - $743K
5.06K $446K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-26.7K
- 17.31%
$43.53 - $54.46 $1.16M - $1.45M
127K $6.93M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-18.8K
- 13.31%
$21.55 - $22.2 $404K - $417K
122K $2.7M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-10.5K
- 44.62%
$32.66 - $40.75 $344K - $430K
13.1K $529K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-5.72K
- 44.3%
$40.94 - $52.1 $234K - $298K
7.19K $374K
GLDM
World Gold Trust

ETFs
-2.82K
- 31.48%
$58.96 - $67.97 $166K - $192K
6.14K $402K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-5.9K
- 24.9%
$22.54 - $23.17 $133K - $137K
17.8K $409K
USXF
Ishares Esg Advanced Msci Usa

Technology
-3.51K
- 32.61%
$41.54 - $53.93 $146K - $189K
7.25K $391K
IYW
Ishares Dj Us Tech ETF

ETFs
-4.31K
- 20.75%
$122.57 - $173.27 $528K - $746K
16.4K $2.85M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.78K
- 17.07%
$34.72 - $42.74 $96.4K - $119K
13.5K $576K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-3.35K
- 7.18%
$152.42 - $182.82 $511K - $613K
43.3K $7.92M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-419
- 2.16%
$22.43 - $23.23 $9.4K - $9.73K
18.9K $440K
EUSB
Ishares Tr Esg Advanced Total

Technology
-151
- 2.99%
$42.54 - $43.56 $6.42K - $6.58K
4.9K $213K
Blackrock ETF Trust Ii
-291
- 0.43%
N/A
67.5K $0
Blackrock ETF Trust
-53K
- 38.39%
N/A
85.1K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
-4.59K
- 25.85%
N/A
13.2K $0
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-541
- 5.71%
$53.69 - $67.27 $29K - $36.4K
8.93K $600K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-211
- 5.73%
$91.62 - $116.16 $19.3K - $24.5K
3.47K $403K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-24
- 2.6%
$273.67 - $366.17 $6.57K - $8.79K
899 $329K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-2.19K
- 10.14%
$82.32 - $112.47 $180K - $246K
19.4K $2.18M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-365
- 0.64%
$50.08 - $63.14 $18.3K - $23K
56.6K $3.57M
WWD
Woodward, Inc.

Industrials
-150
- 1.75%
$157.29 - $247.55 $23.6K - $37.1K
8.42K $2.06M
Activity Summary
Buys All Purchases 57 New Holdings 34 Increased Positions 23 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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