Partners In Financial Planning Spdr Ser Tr Fds Spdr Portfolio Transaction History

Partners In Financial Planning

$490 Billion
Q4 2024

A detailed history of Partners In Financial Planning transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Partners In Financial Planning holds 215,265 shares of SPDW stock, worth $7.86 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares

215,265

Holding current value

$7.86 Million

% of portfolio

1.5%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$34.13 - $37.35 $7.35 Million - $8.04 Million	215,265 New	215,265 $7.35 Billion
Q3 2024 Feb 26, 2025	SELL	$33.74 - $37.96 $402,282 - $452,597	-11,923 Reduced 5.13%	220,558 $8.28 Billion
Q2 2024 Feb 26, 2025	BUY	$34.2 - $36.64 $38,748 - $41,513	1,133 Added 0.49%	232,481 $8.16 Billion
Q1 2024 Feb 26, 2025	SELL	$32.85 - $35.9 $89,450 - $97,755	-2,723 Reduced 1.16%	231,348 $8.29 Billion
Q4 2023 Feb 26, 2025	SELL	$29.46 - $34.07 $83,165 - $96,179	-2,823 Reduced 1.19%	234,071 $7.96 Billion
Q3 2023 Mar 04, 2025	BUY	$30.88 - $33.58 $673,029 - $731,876	21,795 Added 10.12%	237,060 $7.35 Billion
Q2 2023 Feb 26, 2025	BUY	$31.7 - $33.66 $36,772 - $39,045	1,160 Added 0.49%	236,894 $7.71 Billion
Q1 2023 Feb 26, 2025	BUY	$29.83 - $32.71 $610,590 - $669,540	20,469 Added 9.51%	235,734 $7.57 Billion

Others Institutions Holding SPDW

# of Institutions

1,041

Shares Held

536M

Call Options Held

2.4K

Put Options Held

2.1K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Partners In Financial Planning Spdr Ser Tr Fds Spdr Portfolio Transaction History