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

Cypress Financial Planning LLC

  • $270 Million
  • Q4 2024

A detailed history of Cypress Financial Planning LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Cypress Financial Planning LLC holds 9,459 shares of SPDW stock, worth $344,591. This represents 0.12% of its overall portfolio holdings.

Number of Shares
9,459
Previous 9,637 1.85%
Holding current value
$344,591
Previous $361,000 10.8%
% of portfolio
0.12%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
SELL
$34.13 - $37.35 $6,075 - $6,648
-178 Reduced 1.85%
9,459 $322,000
Q3 2024

Oct 07, 2024
BUY
$33.74 - $37.96 $674 - $759
20 Added 0.21%
9,637 $361,000
Q2 2024

Jul 16, 2024
BUY
$34.2 - $36.64 $85,534 - $91,636
2,501 Added 35.15%
9,617 $337,000
Q1 2024

Apr 12, 2024
BUY
$32.85 - $35.9 $233,760 - $255,464
7,116 New
7,116 $255,000

Others Institutions Holding SPDW

# of Institutions
1,039
Shares Held
536M
Call Options Held
2.4K
Put Options Held
2.1K
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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