Avantax Planning Partners, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Avantax Planning Partners, Inc.

$3.45 Billion
Q3 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 11,876 shares of SPDW stock, worth $519,693. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,876

Previous 12,114 1.96%

Holding current value

$519,693

Previous $490,000 3.67%

% of portfolio

0.01%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	SELL	$39.8 - $42.86 $9,472 - $10,200	-238 Reduced 1.96%	11,876 $508,000
Q2 2025 Aug 11, 2025	SELL	$32.66 - $40.75 $32 - $40	-1 Reduced 0.01%	12,114 $490,000
Q1 2025 Apr 28, 2025	SELL	$33.84 - $37.77 $13,434 - $14,994	-397 Reduced 3.17%	12,115 $441,000
Q4 2024 Feb 07, 2025	BUY	$34.13 - $37.35 $580 - $634	17 Added 0.14%	12,512 $427,000
Q3 2024 Nov 13, 2024	BUY	$33.74 - $37.96 $21,998 - $24,749	652 Added 5.51%	12,495 $469,000

Q2 2024 Aug 09, 2024	BUY	$34.2 - $36.64 $7,763 - $8,317	227 Added 1.95%	11,843 $415,000
Q1 2024 May 02, 2024	BUY	$32.85 - $35.9 $381,585 - $417,014	11,616 New	11,616 $416,000

Others Institutions Holding SPDW

# of Institutions

1,192

Shares Held

608M

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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Avantax Planning Partners, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History