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

Vertex Planning Partners, LLC

$458 Billion
Q1 2025

A detailed history of Vertex Planning Partners, LLC transactions in Spdr Ser Tr Spdr Portfolio Int stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 39,469 shares of SPTI stock, worth $1.13 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

39,469

Previous 36,222 8.96%

Holding current value

$1.13 Million

Previous $1.01 Billion 11.7%

% of portfolio

0.25%

Previous 0.22%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$27.64 - $28.58 $89,747 - $92,799	3,247 Added 8.96%	39,469 $1.13 Billion
Q4 2024 Feb 12, 2025	BUY	$27.8 - $29.05 $36,473 - $38,113	1,312 Added 3.76%	36,222 $1.01 Billion
Q3 2024 Nov 07, 2024	BUY	$27.8 - $29.26 $14,233 - $14,981	512 Added 1.49%	34,910 $1.01 Billion
Q2 2024 Aug 13, 2024	BUY	$27.5 - $28.16 $8,882 - $9,095	323 Added 0.95%	34,398 $964 Million
Q1 2024 May 13, 2024	BUY	$27.94 - $28.64 $518,287 - $531,272	18,550 Added 119.48%	34,075 $960 Million
Q4 2023 Feb 14, 2024	SELL	$27.05 - $28.64 $86,424 - $91,504	-3,195 Reduced 17.07%	15,525 $443 Million
Q3 2023 Nov 14, 2023	SELL	$27.44 - $28.48 $1.18 Million - $1.23 Million	-43,133 Reduced 69.73%	18,720 $515 Million
Q2 2023 Aug 14, 2023	BUY	$28.28 - $29.26 $168,944 - $174,799	5,974 Added 10.69%	61,853 $1.75 Billion
Q1 2023 May 16, 2023	BUY	$27.87 - $29.16 $927,959 - $970,911	33,296 Added 147.44%	55,879 $1.62 Billion
Q4 2022 Feb 06, 2023	BUY	$27.57 - $28.82 $622,613 - $650,842	22,583 New	22,583 $638 Million

Others Institutions Holding SPTI

# of Institutions

391

Shares Held

248M

Call Options Held

Put Options Held

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About SPDR SER TR SPDR PORTFOLIO INT

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