A detailed history of Financial Advisory Partners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Financial Advisory Partners, LLC holds 11,314 shares of SPDW stock, worth $420,428. This represents 0.15% of its overall portfolio holdings.

Number of Shares
11,314
Previous 11,374 0.53%
Holding current value
$420,428
Previous $408 Million 2.64%
% of portfolio
0.15%
Previous 0.16%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024

SELL
$34.2 - $36.64 $2,052 - $2,198
-60 Reduced 0.53%
11,314 $397 Million
Q1 2024

Apr 17, 2024

BUY
$32.85 - $35.9 $22,830 - $24,950
695 Added 6.51%
11,374 $408 Million
Q4 2023

Jan 12, 2024

BUY
$29.46 - $34.07 $14,140 - $16,353
480 Added 4.71%
10,679 $363 Million
Q3 2023

Nov 03, 2023

BUY
$30.88 - $33.58 $26,742 - $29,080
866 Added 9.28%
10,199 $316 Million
Q2 2023

Oct 04, 2023

BUY
$31.7 - $33.66 $22,633 - $24,033
714 Added 8.28%
9,333 $304 Million
Q1 2023

Oct 04, 2023

BUY
$29.83 - $32.71 $13,244 - $14,523
444 Added 5.43%
8,619 $277 Million
Q4 2022

Oct 04, 2023

BUY
$25.7 - $31.02 $5,088 - $6,141
198 Added 2.48%
8,175 $243 Million
Q3 2022

Oct 04, 2023

BUY
$25.67 - $30.93 $204,769 - $246,728
7,977 New
7,977 $206 Million

Others Institutions Holding SPDW

About SPDR SER TR FDS SPDR PORTFOLIO


  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
Track This Portfolio

Track Financial Advisory Partners, LLC Portfolio

Follow Financial Advisory Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Advisory Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Financial Advisory Partners, LLC with notifications on news.