Fiduciary Planning LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Fiduciary Planning LLC

$257 Million
Q3 2025

A detailed history of Fiduciary Planning LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Fiduciary Planning LLC holds 4,854 shares of SPDW stock, worth $212,411. This represents 0.08% of its overall portfolio holdings.

Number of Shares

4,854

Holding current value

$212,411

% of portfolio

0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$39.8 - $42.86 $193,189 - $208,042	4,854 New	4,854 $207,000
Q4 2022 Feb 06, 2023	SELL	$25.7 - $31.02 $9.34 Million - $11.3 Million	-363,614 Reduced 97.72%	8,500 $252,000
Q3 2022 Nov 14, 2022	BUY	$25.67 - $30.93 $233,674 - $281,555	9,103 Added 2.51%	372,114 $9.6 Million
Q2 2022 Sep 30, 2022	BUY	$28.57 - $34.74 $2.75 Million - $3.35 Million	96,304 Added 36.11%	363,011 $10.5 Million
Q1 2022 May 11, 2022	BUY	$31.42 - $36.91 $1.62 Million - $1.91 Million	51,651 Added 24.02%	266,707 $9.14 Million

Q4 2021 Feb 08, 2022	BUY	$35.28 - $37.98 $722,746 - $778,058	20,486 Added 10.53%	215,056 $7.85 Million
Q3 2021 Nov 09, 2021	BUY	$35.68 - $38.17 $759,948 - $812,982	21,299 Added 12.29%	194,570 $7.05 Million
Q2 2021 Aug 06, 2021	BUY	$35.87 - $38.34 $6.22 Million - $6.64 Million	173,271 New	173,271 $6.38 Million

Others Institutions Holding SPDW

# of Institutions

1,192

Shares Held

607M

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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Fiduciary Planning LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History