Leading Edge Financial Planning LLC Spdr Ser Tr Spdr Portfolio Tip Transaction History

Leading Edge Financial Planning LLC

$305 Billion
Q4 2024

A detailed history of Leading Edge Financial Planning LLC transactions in Spdr Ser Tr Spdr Portfolio Tip stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 33,231 shares of SPIP stock, worth $860,682. This represents 0.28% of its overall portfolio holdings.

Number of Shares

33,231

Previous 28,941 14.82%

Holding current value

$860,682

Previous $761 Million 10.59%

% of portfolio

0.28%

Previous 0.25%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$25.25 - $26.34 $108,322 - $112,998	4,290 Added 14.82%	33,231 $841 Million
Q3 2024 Oct 23, 2024	BUY	$25.19 - $26.39 $32,570 - $34,122	1,293 Added 4.68%	28,941 $761 Million
Q2 2024 Aug 01, 2024	BUY	$25.0 - $25.54 $195,925 - $200,156	7,837 Added 39.56%	27,648 $703 Million
Q1 2024 May 03, 2024	BUY	$25.3 - $25.89 $26,565 - $27,184	1,050 Added 5.6%	19,811 $508 Million
Q4 2023 Feb 13, 2024	SELL	$24.42 - $25.87 $167,203 - $177,131	-6,847 Reduced 26.74%	18,761 $480 Million
Q3 2023 Oct 25, 2023	SELL	$24.77 - $25.83 $275,987 - $287,797	-11,142 Reduced 30.32%	25,608 $636 Million
Q2 2023 Jul 17, 2023	SELL	$25.7 - $26.69 $27,087 - $28,131	-1,054 Reduced 2.79%	36,750 $950 Million
Q1 2023 Apr 20, 2023	BUY	$25.69 - $26.67 $2,980 - $3,093	116 Added 0.31%	37,804 $1.01 Billion
Q4 2022 Mar 02, 2023	BUY	$25.28 - $26.67 $952,752 - $1.01 Million	37,688 New	37,688 $971 Million

Others Institutions Holding SPIP

# of Institutions

243

Shares Held

23.3M

Call Options Held

11.8K

Put Options Held

View Full List

About SPDR SER TR SPDR PORTFOLIO TIP

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Leading Edge Financial Planning LLC Spdr Ser Tr Spdr Portfolio Tip Transaction History