Spartan Planning & Wealth Management SPEM Holdings History
Spartan Planning & Wealth Management's SPDR Portfolio Emerging Markets ETF Holding Summary
As of 2025-06-30, Spartan Planning & Wealth Management held 17,859.00 shares of SPDR Portfolio Emerging Markets ETF(SPEM), totaling $763,300.00. This investment constitutes 0.65% of their stock portfolio, and Spartan Planning & Wealth Management now holds 0.01% of the outstanding SPDR Portfolio Emerging Markets ETF(SPEM) stock.
The initial trade took place in 2022Q1. And since then Spartan Planning & Wealth Management has made 5 purchases of SPEM, at an average price of $35.73, for a total of 108,336.00 shares. In addition, there have been 3 sales at an average price of $40.18 for 90,477.00 shares. Based on historical transaction data and SPEM's current price of $44.21, Spartan Planning & Wealth Management's estimated gain on his SPEM holdings is $553,237.03, reflecting a 14.29% gain to date.
Spartan Planning & Wealth Management SPEM ($44.21) Holding Chart
Spartan Planning & Wealth Management SPEM ($44.21) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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