Financial Advisory Service, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Financial Advisory Service, Inc.

$1.37 Billion
Q3 2025

A detailed history of Financial Advisory Service, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Financial Advisory Service, Inc. holds 616 shares of SPDW stock, worth $26,956. This represents 0.0% of its overall portfolio holdings.

Number of Shares

616

Previous 616 -0.0%

Holding current value

$26,956

Previous $24,000 8.33%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$32.66 - $40.75 $816 - $1,018	-25 Reduced 3.9%	616 $24,000
Q1 2025 May 05, 2025	BUY	$33.84 - $37.77 $846 - $944	25 Added 4.06%	641 $23,000
Q4 2024 Feb 14, 2025	BUY	$34.13 - $37.35 $21,024 - $23,007	616 New	616 $21,000
Q2 2024 Jul 29, 2024	BUY	$34.2 - $36.64 $12,722 - $13,630	372 Added 25.66%	1,822 $63,000
Q1 2024 Apr 29, 2024	BUY	$32.85 - $35.9 $11,924 - $13,031	363 Added 33.39%	1,450 $51,000

Q1 2023 May 11, 2023	SELL	$29.83 - $32.71 $73,292 - $80,368	-2,457 Reduced 69.33%	1,087 $34,000
Q4 2022 Feb 01, 2023	BUY	$25.7 - $31.02 $63,144 - $76,216	2,457 Added 226.03%	3,544 $105,000
Q3 2021 Nov 15, 2021	SELL	$35.68 - $38.17 $158,811 - $169,894	-4,451 Reduced 80.37%	1,087 $39,000
Q2 2021 Jul 29, 2021	BUY	$35.87 - $38.34 $159,657 - $170,651	4,451 Added 409.48%	5,538 $204,000
Q4 2020 Feb 10, 2021	SELL	$28.3 - $34.03 $23,885 - $28,721	-844 Reduced 43.71%	1,087 $37,000
Q3 2020 Nov 16, 2020	SELL	$27.73 - $30.19 $3,161 - $3,441	-114 Reduced 5.57%	1,931 $57,000
Q2 2020 Jul 21, 2020	SELL	$22.87 - $29.3 $4,047 - $5,186	-177 Reduced 7.97%	2,045 $56,000
Q1 2020 May 14, 2020	BUY	$20.71 - $31.78 $3,686 - $5,656	178 Added 8.71%	2,222 $53,000
Q4 2019 Jan 31, 2020	BUY	$28.52 - $31.66 $58,294 - $64,713	2,044 New	2,044 $64,000

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

Ticker SPDW
Sector ETFs
Industry ETFs

More about SPDW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Advisory Service, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Advisory Service, Inc. with notifications on news.

Account

Financial Advisory Service, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History