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

Cypress Financial Planning LLC

$343 Million
Q4 2025

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 13,995 shares of SPDW stock, worth $612,421. This represents 0.18% of its overall portfolio holdings.

Number of Shares

13,995

Previous 9,047 54.69%

Holding current value

$612,421

Previous $387,000 58.14%

% of portfolio

0.18%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	BUY	$42.26 - $44.28 $209,102 - $219,097	4,948 Added 54.69%	13,995 $612,000
Q3 2025 Oct 09, 2025	BUY	$39.8 - $42.86 $5,412 - $5,828	136 Added 1.53%	9,047 $387,000
Q2 2025 Jul 10, 2025	SELL	$32.66 - $40.75 $314,352 - $392,218	-9,625 Reduced 51.93%	8,911 $360,000
Q1 2025 Apr 09, 2025	BUY	$33.84 - $37.77 $307,165 - $342,838	9,077 Added 95.96%	18,536 $680,000
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

1,194

Shares Held

608M

Call Options Held

5.2K

Put Options Held

13K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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