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

Wrenne Financial Planning LLC

$176 Billion
Q4 2024

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 184,766 shares of SPDW stock, worth $6.76 Million. This represents 3.59% of its overall portfolio holdings.

Number of Shares

184,766

Previous 161,220 14.6%

Holding current value

$6.76 Million

Previous $6.06 Billion 4.14%

% of portfolio

3.59%

Previous 3.61%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$34.13 - $37.35 $803,624 - $879,443	23,546 Added 14.6%	184,766 $6.31 Billion
Q3 2024 Nov 12, 2024	BUY	$33.74 - $37.96 $111,544 - $125,495	3,306 Added 2.09%	161,220 $6.06 Billion
Q2 2024 Aug 07, 2024	BUY	$34.2 - $36.64 $4,993 - $5,349	146 Added 0.09%	157,914 $5.54 Billion
Q1 2024 May 13, 2024	BUY	$32.85 - $35.9 $5.18 Million - $5.66 Million	157,768 New	157,768 $5.65 Billion
Q4 2023 Jul 11, 2024	SELL	$29.46 - $34.07 $2.7 Million - $3.12 Million	-91,640 Reduced 58.09%	66,128 $2.25 Billion

Others Institutions Holding SPDW

# of Institutions

1,036

Shares Held

536M

Call Options Held

2.4K

Put Options Held

2.1K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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