Vested Financial Planning, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Vested Financial Planning, LLC

$130 Billion
Q4 2025

A detailed history of Vested Financial Planning, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Vested Financial Planning, LLC holds 137,745 shares of SPDW stock, worth $6.03 Million. This represents 4.71% of its overall portfolio holdings.

Number of Shares

137,745

Previous 129,161 6.65%

Holding current value

$6.03 Million

Previous $5.53 Billion 10.68%

% of portfolio

4.71%

Previous 4.48%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 22, 2026	BUY	$42.26 - $44.28 $362,759 - $380,099	8,584 Added 6.65%	137,745 $6.12 Billion
Q3 2025 Oct 28, 2025	BUY	$39.8 - $42.86 $38,367 - $41,317	964 Added 0.75%	129,161 $5.53 Billion
Q2 2025 Jul 21, 2025	SELL	$32.66 - $40.75 $76,783 - $95,803	-2,351 Reduced 1.8%	128,197 $5.19 Billion
Q1 2025 Apr 29, 2025	BUY	$33.84 - $37.77 $8,730 - $9,744	258 Added 0.2%	130,548 $4.75 Billion
Q4 2024 Jan 28, 2025	BUY	$34.13 - $37.35 $4.45 Million - $4.87 Million	130,290 New	130,290 $4.45 Billion

Others Institutions Holding SPDW

# of Institutions

1,199

Shares Held

611M

Call Options Held

5.2K

Put Options Held

13K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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