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

Investments & Financial Planning, LLC

$185 Million
Q3 2025

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 9,705 shares of SPDW stock, worth $424,690. This represents 0.22% of its overall portfolio holdings.

Number of Shares

9,705

Previous 11,565 16.08%

Holding current value

$424,690

Previous $468,000 11.32%

% of portfolio

0.22%

Previous 0.27%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$39.8 - $42.86 $74,028 - $79,719	-1,860 Reduced 16.08%	9,705 $415,000
Q2 2025 Aug 12, 2025	SELL	$32.66 - $40.75 $1,175 - $1,467	-36 Reduced 0.31%	11,565 $468,000
Q1 2025 Apr 30, 2025	BUY	$33.84 - $37.77 $35,802 - $39,960	1,058 Added 10.04%	11,601 $422,000
Q4 2024 Jan 27, 2025	SELL	$34.13 - $37.35 $9,249 - $10,121	-271 Reduced 2.51%	10,543 $359,000
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

1,191

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