Vertex Planning Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Vertex Planning Partners, LLC

$458 Billion
Q1 2025

A detailed history of Vertex Planning Partners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 50,794 shares of SPEM stock, worth $2.22 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

50,794

Previous 30,575 66.13%

Holding current value

$2.22 Million

Previous $1.17 Billion 70.46%

% of portfolio

0.44%

Previous 0.26%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$37.07 - $40.63 $749,518 - $821,497	20,219 Added 66.13%	50,794 $2 Billion
Q4 2024 Feb 12, 2025	BUY	$38.37 - $42.82 $5,717 - $6,380	149 Added 0.49%	30,575 $1.17 Billion
Q3 2024 Nov 07, 2024	SELL	$36.02 - $41.68 $806,956 - $933,757	-22,403 Reduced 42.41%	30,426 $1.26 Billion
Q2 2024 Aug 13, 2024	BUY	$35.3 - $38.79 $1.12 Million - $1.23 Million	31,589 Added 148.72%	52,829 $1.99 Billion
Q1 2024 May 13, 2024	SELL	$33.69 - $36.47 $621,445 - $672,725	-18,446 Reduced 46.48%	21,240 $769 Million
Q4 2023 Feb 14, 2024	BUY	$32.26 - $35.46 $54,229 - $59,608	1,681 Added 4.42%	39,686 $1.41 Billion
Q3 2023 Nov 14, 2023	SELL	$33.36 - $36.37 $774,052 - $843,893	-23,203 Reduced 37.91%	38,005 $1.28 Billion
Q2 2023 Aug 14, 2023	BUY	$33.2 - $35.75 $219,385 - $236,236	6,608 Added 12.1%	61,208 $2.1 Billion
Q1 2023 May 16, 2023	BUY	$32.49 - $36.44 $1.38 Million - $1.55 Million	42,524 Added 352.14%	54,600 $1.86 Billion
Q4 2022 Feb 06, 2023	BUY	$30.18 - $34.51 $364,453 - $416,742	12,076 New	12,076 $398 Million

Others Institutions Holding SPEM

# of Institutions

933

Shares Held

213M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
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Vertex Planning Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History