Investments & Financial Planning, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Investments & Financial Planning, LLC

  • $158 Million
  • Q3 2024

A detailed history of Investments & Financial Planning, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Investments & Financial Planning, LLC holds 10,814 shares of SPDW stock, worth $371,136. This represents 0.26% of its overall portfolio holdings.

Number of Shares
10,814
Previous 10,815 0.01%
Holding current value
$371,136
Previous $379,000 7.12%
% of portfolio
0.26%
Previous 0.25%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$33.74 - $37.96 $33 - $37
-1 Reduced 0.01%
10,814 $406,000
Q2 2024

Jul 18, 2024
SELL
$34.2 - $36.64 $25,444 - $27,260
-744 Reduced 6.44%
10,815 $379,000
Q1 2024

May 03, 2024
SELL
$32.85 - $35.9 $17,509 - $19,134
-533 Reduced 4.41%
11,559 $414,000
Q4 2023

Jan 18, 2024
SELL
$29.46 - $34.07 $45,250 - $52,331
-1,536 Reduced 11.27%
12,092 $411,000
Q3 2023

Oct 18, 2023
SELL
$30.88 - $33.58 $16,582 - $18,032
-537 Reduced 3.79%
13,628 $422,000
Q2 2023

Jul 18, 2023
SELL
$31.7 - $33.66 $4,533 - $4,813
-143 Reduced 1.0%
14,165 $460,000
Q1 2023

May 02, 2023
SELL
$29.83 - $32.71 $22,998 - $25,219
-771 Reduced 5.11%
14,308 $459,000
Q4 2022

Feb 28, 2023
SELL
$25.7 - $31.02 $23,515 - $28,383
-915 Reduced 5.72%
15,079 $447,000
Q2 2022

Aug 11, 2022
SELL
$28.57 - $34.74 $52,997 - $64,442
-1,855 Reduced 10.39%
15,994 $461,000
Q1 2022

May 09, 2022
BUY
$31.42 - $36.91 $5,467 - $6,422
174 Added 0.98%
17,849 $612,000
Q4 2021

Feb 11, 2022
BUY
$35.28 - $37.98 $623,574 - $671,296
17,675 New
17,675 $628,000

Others Institutions Holding SPDW

# of Institutions
956
Shares Held
487M
Call Options Held
500
Put Options Held
200
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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