Wade Financial Advisory, Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History

Wade Financial Advisory, Inc

$295 Million
Q4 2024

A detailed history of Wade Financial Advisory, Inc transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 57,720 shares of SPDW stock, worth $2.06 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

57,720

Previous 59,330 2.71%

Holding current value

$2.06 Million

Previous $2.23 Million 11.62%

% of portfolio

0.67%

Previous 0.75%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$34.13 - $37.35 $54,949 - $60,133	-1,610 Reduced 2.71%	57,720 $1.97 Million
Q3 2024 Oct 28, 2024	SELL	$33.74 - $37.96 $11,336 - $12,754	-336 Reduced 0.56%	59,330 $2.23 Million
Q2 2024 Jul 25, 2024	SELL	$34.2 - $36.64 $6,771 - $7,254	-198 Reduced 0.33%	59,666 $2.09 Million
Q1 2024 May 13, 2024	SELL	$32.85 - $35.9 $6,668 - $7,287	-203 Reduced 0.34%	59,864 $2.15 Million
Q4 2023 Feb 09, 2024	SELL	$29.46 - $34.07 $14,877 - $17,205	-505 Reduced 0.83%	60,067 $2.04 Million
Q2 2023 Aug 09, 2023	SELL	$31.7 - $33.66 $887 - $942	-28 Reduced 0.05%	60,572 $1.97 Million
Q1 2023 Apr 07, 2023	SELL	$29.83 - $32.71 $9,843 - $10,794	-330 Reduced 0.54%	60,600 $1.95 Million
Q4 2022 Jan 12, 2023	SELL	$25.7 - $31.02 $43,561 - $52,578	-1,695 Reduced 2.71%	60,930 $0
Q3 2022 Oct 26, 2022	SELL	$25.67 - $30.93 $15,145 - $18,248	-590 Reduced 0.93%	62,625 $1.62 Million
Q2 2022 Aug 05, 2022	SELL	$28.57 - $34.74 $16,427 - $19,975	-575 Reduced 0.9%	63,215 $1.82 Million
Q1 2022 Apr 21, 2022	BUY	$31.42 - $36.91 $432,967 - $508,619	13,780 Added 27.55%	63,790 $2.19 Million
Q4 2021 Feb 08, 2022	BUY	$35.28 - $37.98 $176 - $189	5 Added 0.01%	50,010 $1.82 Million
Q3 2021 Nov 02, 2021	SELL	$35.68 - $38.17 $8,242 - $8,817	-231 Reduced 0.46%	50,005 $1.81 Million
Q2 2021 Jul 29, 2021	SELL	$35.87 - $38.34 $2,403 - $2,568	-67 Reduced 0.13%	50,236 $1.85 Million
Q1 2021 Apr 14, 2021	BUY	$33.6 - $35.9 $14,448 - $15,437	430 Added 0.86%	50,303 $1.78 Million
Q4 2020 Mar 10, 2021	SELL	$28.3 - $34.03 $18,112 - $21,779	-640 Reduced 1.27%	49,873 $1.68 Million
Q3 2020 Nov 03, 2020	SELL	$27.73 - $30.19 $9,816 - $10,687	-354 Reduced 0.7%	50,513 $1.48 Million
Q2 2020 Jul 16, 2020	SELL	$22.87 - $29.3 $228,539 - $292,794	-9,993 Reduced 16.42%	50,867 $1.41 Million
Q1 2020 Apr 27, 2020	BUY	$20.71 - $31.78 $796,320 - $1.22 Million	38,451 Added 171.59%	60,860 $1.46 Million
Q4 2019 Feb 11, 2020	BUY	$28.52 - $31.66 $639,104 - $709,468	22,409 New	22,409 $703,000

Others Institutions Holding SPDW

# of Institutions

969

Shares Held

497M

Call Options Held

500

Put Options Held

200

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About SPDR SER TR FDS SPDR PORTFOLIO

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Wade Financial Advisory, Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History