Tempus Wealth Planning, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Tempus Wealth Planning, LLC

$297 Million
Q4 2024

A detailed history of Tempus Wealth Planning, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 19,529 shares of SPDW stock, worth $714,761. This represents 0.22% of its overall portfolio holdings.

Number of Shares

19,529

Previous 10,750 81.67%

Holding current value

$714,761

Previous $403,000 65.26%

% of portfolio

0.22%

Previous 0.16%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$34.13 - $37.35 $299,627 - $327,895	8,779 Added 81.67%	19,529 $666,000
Q3 2024 Oct 22, 2024	BUY	$33.74 - $37.96 $96,563 - $108,641	2,862 Added 36.28%	10,750 $403,000
Q2 2024 Jul 25, 2024	BUY	$34.2 - $36.64 $269,769 - $289,016	7,888 New	7,888 $276,000
Q4 2023 Jan 23, 2024	SELL	$29.46 - $34.07 $1.73 Million - $2 Million	-58,568 Reduced 90.82%	5,919 $201,000
Q3 2023 Oct 31, 2023	SELL	$30.88 - $33.58 $1,142 - $1,242	-37 Reduced 0.06%	64,487 $2 Million
Q2 2023 Jul 21, 2023	SELL	$31.7 - $33.66 $20,446 - $21,710	-645 Reduced 0.99%	64,524 $2.1 Million
Q1 2023 May 08, 2023	BUY	$29.83 - $32.71 $50,591 - $55,476	1,696 Added 2.67%	65,169 $2.09 Million
Q4 2022 Feb 09, 2023	SELL	$25.7 - $31.02 $55,589 - $67,096	-2,163 Reduced 3.3%	63,473 $1.88 Million
Q3 2022 Nov 14, 2022	BUY	$25.67 - $30.93 $121,983 - $146,979	4,752 Added 7.81%	65,636 $1.69 Million
Q2 2022 Aug 05, 2022	SELL	$28.57 - $34.74 $134,250 - $163,243	-4,699 Reduced 7.16%	60,884 $1.76 Million
Q1 2022 May 06, 2022	SELL	$31.42 - $36.91 $43,673 - $51,304	-1,390 Reduced 2.08%	65,583 $2.25 Million
Q4 2021 Feb 02, 2022	SELL	$35.28 - $37.98 $55,883 - $60,160	-1,584 Reduced 2.31%	66,973 $2.44 Million
Q3 2021 Nov 09, 2021	BUY	$35.68 - $38.17 $2.45 Million - $2.62 Million	68,557 New	68,557 $2.48 Million

Others Institutions Holding SPDW

# of Institutions

1,037

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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Tempus Wealth Planning, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History