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

Vertex Planning Partners, LLC

  • $479 Billion
  • Q2 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 97,940 shares of SPEM stock, worth $4.29 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
97,940
Previous 50,794 92.82%
Holding current value
$4.29 Million
Previous $2 Billion 109.32%
% of portfolio
0.87%
Previous 0.44%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$34.72 - $42.74 $1.64 Million - $2.02 Million
47,146 Added 92.82%
97,940 $4.19 Billion
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
949
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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