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

Wrenne Financial Planning LLC

$188 Billion
Q1 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 101,539 shares of SPEM stock, worth $4.19 Million. This represents 2.12% of its overall portfolio holdings.

Number of Shares

101,539

Previous 101,843 0.3%

Holding current value

$4.19 Million

Previous $3.91 Billion 2.3%

% of portfolio

2.12%

Previous 2.22%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

910

Shares Held

208M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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