Wrenne Financial Planning LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Wrenne Financial Planning LLC

$214 Billion
Q2 2025

A detailed history of Wrenne Financial Planning LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wrenne Financial Planning LLC holds 114,324 shares of SPEM stock, worth $5.39 Million. This represents 2.29% of its overall portfolio holdings.

Number of Shares

114,324

Previous 101,539 12.59%

Holding current value

$5.39 Million

Previous $4 Billion 22.23%

% of portfolio

2.29%

Previous 2.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$34.72 - $42.74 $443,895 - $546,430	12,785 Added 12.59%	114,324 $4.89 Billion
Q1 2025 May 13, 2025	SELL	$37.07 - $40.63 $11,269 - $12,351	-304 Reduced 0.3%	101,539 $4 Billion
Q4 2024 Feb 10, 2025	BUY	$38.37 - $42.82 $56,557 - $63,116	1,474 Added 1.47%	101,843 $3.91 Billion
Q3 2024 Nov 12, 2024	BUY	$36.02 - $41.68 $1,080 - $1,250	30 Added 0.03%	100,369 $4.14 Billion
Q2 2024 Aug 07, 2024	BUY	$35.3 - $38.79 $71,553 - $78,627	2,027 Added 2.06%	100,339 $3.78 Billion
Q1 2024 May 13, 2024	BUY	$33.69 - $36.47 $3.31 Million - $3.59 Million	98,312 New	98,312 $3.56 Billion
Q4 2023 Jul 11, 2024	SELL	$32.26 - $35.46 $39,970 - $43,934	-1,239 Reduced 1.26%	97,073 $3.44 Billion

Others Institutions Holding SPEM

# of Institutions

960

Shares Held

226M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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Wrenne Financial Planning LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History